ASML Holding

ASML reported EUR 9.26B quarterly revenue (strong seasonality, matching manifest data showing $9.26B). FY2024 total ~EUR 28.3B. Significant step-up in AI-driven EUV demand. TSMC disclosed that AI/HPC exceeded 50% of wafer revenue, though strictly AI-only chips (excluding gaming, crypto, general server) were perhaps 25-30% of that. Applied to ASML's EUV system + service mix (~65% of total revenue is EUV-related), with DUV at minimal AI attribution. Estimate ~13%.