ASML Holding

ASML reported EUR 7.24B quarterly revenue. FY2023 total EUR 27.56B. Strong year-end with EUV system deliveries. AI-driven orders beginning to convert to revenue as TSMC, Samsung, and Intel expanded leading-edge capacity for AI accelerators. ASML's backlog grew significantly with AI-related orders. However, majority of delivered EUV systems still served broad-based advanced logic (mobile, PC, automotive). Estimate ~8%.