ASML Holding
ASMLQ1 2023(ASML Q4 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$11.9B
AI Revenue (Q)
$408.3M
Total Revenue (Q)
$8.2B
Analysis
ASML reported EUR 6.43B quarterly revenue. FY2022 total EUR 21.17B. ChatGPT launched Nov 2022, catalyzing unprecedented AI chip demand, but equipment orders lag by 12-18 months. H100 production at TSMC beginning to ramp on 4nm. Slight uptick to ~5% as AI chip production share of leading-edge grew. Most EUV capacity still served mobile/consumer/auto chips.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix