ASML Holding
ASMLQ1 2021(ASML Q4 FY2020)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$5.3B
AI Revenue (Q)
$245.0M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 4.25B quarterly revenue (strong Q4 seasonality). FY2020 total EUR 13.98B. A100 demand from hyperscalers growing but still a small fraction of TSMC's leading-edge output. Google TPU v4 in early development. Slight uptick to ~3% as data center AI chip orders gained momentum into year-end.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix