Axcelis Technologies Inc
ACLSQ2 2023(ACLS Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$11.0M
AI Revenue (Q)
$2.5M
Total Revenue (Q)
$254.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2023 total revenue: $254.0M. No change in end-market disclosure. The company continues to be dominated by mature process and power devices. No separate AI or advanced logic revenue is disclosed. Eight Purion evaluation systems in the field at strategic customer sites in key market segments (per FY2023 10-K), but evaluations are not revenue. Maintaining conservative 1% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $254,020 thousand for three months ended March 31, 2023
10-Q filed for period ending March 31, 2023
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