Axcelis Technologies Inc
ACLSQ2 2022(ACLS Q1 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$10.0M
AI Revenue (Q)
$2.0M
Total Revenue (Q)
$203.6M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Axcelis operates as a single segment (ion implantation equipment). No AI-specific revenue breakdown exists. In 2022, the company disclosed that >80% of system shipments went to mature semiconductor devices, with ~39% to power devices (automotive electrification). Advanced logic and DRAM (the nodes most relevant to AI chip production) were not separately disclosed, implying negligible share. Conservatively estimating ~1% of total revenue from equipment destined for AI-related chip fabrication (advanced logic evaluations). Q1 2022 total revenue: $203.6M. Estimated AI revenue: ~$2.0M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $203,595 thousand (Q1 2022, derived from six-month total $424,772K less Q2 $221,177K)
10-Q filed for period ending June 30, 2022
The market for mature semiconductor devices grew rapidly, producing greater than 80% of our systems shipments, and within that total, the electrification of the automotive market drove the power device market to contribute approximately 39% of our systems shipments
10-K for year ended December 31, 2022, Item 7 MD&A
AI Products Identified (Ring 1)
Purion ion implantation systems (to extent sold to AI chip fabs)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Ion implantation systems for mature process nodesAftermarket services and spare parts
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix