ASML Holding
ASMLQ4 2024(ASML Q3 FY2024)Estimated11% AI
AI Revenue %
11%
AI Fair Value
$27.7B
AI Revenue (Q)
$1.0B
Total Revenue (Q)
$9.3B
Analysis
ASML reported EUR 7.47B quarterly revenue. Strong growth with increasing AI-driven EUV demand. TSMC's 3nm node now in volume production serving both Apple (A17/M3) and AI chips (NVIDIA, Broadcom custom ASICs). AI accelerator share of leading-edge wafer starts growing but still competed with smartphone and PC chips for capacity. Estimate ~11%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix