Anyone knows what % of ASML EUV sales attribute to AI GPU?

Looking at ASML earning carefully

Its non EUV booking will be down from 3.1B to 1.2B in next Q (we can ignore this as non EUV is not used to manafacture GPU chips)

its EUV booking will be down from 2.5B to 1.4B in next Q

所有跟帖： 

• Knowing rough % help figure out if AI demand is up or down -三心三意- ♂ (0 bytes) () 10/15/2024 postreply 15:19:36

• AI gpu 未来12个月订单都满了呀，从nvda，到 sk hynix，到tsmc，你还想要其他什么证据？ -cnrhm2017- ♂ (0 bytes) () 10/15/2024 postreply 16:03:39

• 那里需要那么多asml的光刻机呢？ -cnrhm2017- ♂ (0 bytes) () 10/15/2024 postreply 16:04:07

• more to get a feeling about the trend -三心三意- ♂ (0 bytes) () 10/15/2024 postreply 16:06:00

• my understanding is -NewLeaf2021- ♀ (305 bytes) () 10/15/2024 postreply 19:20:47