ASML Holding
ASMLQ4 2025(ASML Q3 FY2025)Estimated16% AI
AI Revenue %
16%
AI Fair Value
$41.0B
AI Revenue (Q)
$1.2B
Total Revenue (Q)
$7.5B
Analysis
ASML reported ~EUR 7.52B quarterly revenue (per manifest). AI infrastructure spending continued at elevated levels. TSMC 2nm production beginning to ramp, with AI accelerators expected to be significant early adopters. ASML's installed base service revenue also increasingly AI-weighted as more EUV tools in the field serve AI chip fabs. Estimate ~16%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix