ASML Holding
ASMLQ4 2023(ASML Q3 FY2023)Estimated7% AI
AI Revenue %
7%
AI Fair Value
$16.5B
AI Revenue (Q)
$571.7M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 6.67B quarterly revenue. AI infrastructure buildout intensifying — hyperscalers (Microsoft, Google, Amazon, Meta) all placing massive GPU orders. TSMC expanding CoWoS advanced packaging capacity for AI chips. New EUV tool orders increasingly driven by AI chip manufacturing demand, though revenue recognition still reflects earlier-placed orders. Estimate ~7%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix