ASML Holding
ASMLQ1 2022(ASML Q4 FY2021)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$8.2B
AI Revenue (Q)
$326.7M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 4.99B quarterly revenue. FY2021 total EUR 18.61B. Data center AI spending accelerated through 2021 with A100 GPU shortages. TSMC began allocating more 5nm capacity to data center chips. EUV system demand remained broad-based but AI chip share of leading-edge inched up. Estimate ~4%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix