Axcelis Technologies Inc
ACLSQ3 2022(ACLS Q2 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$10.3M
AI Revenue (Q)
$2.2M
Total Revenue (Q)
$221.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Same single-segment structure with no AI-specific disclosure. Mature process and power devices dominate. Advanced logic/DRAM negligible. Q2 2022 total revenue: $221.2M. Estimated AI revenue: ~$2.2M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $221,177 thousand for three months ended June 30, 2022
10-Q filed for period ending June 30, 2022
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