Axcelis Technologies Inc
ACLSQ3 2024(ACLS Q2 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$19.2M
AI Revenue (Q)
$3.8M
Total Revenue (Q)
$256.5M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 2024 total revenue: $256.5M. End-market mix for H1 2024: mature process 98%, 1% advanced logic, 1% DRAM. Power devices 59%, general mature 36%, image sensors 4%. Now includes 1% advanced logic (potentially AI-related chip production). Combined DRAM + advanced logic = 2%, but not all DRAM/advanced logic is AI-driven. Maintaining 1.5% estimate. Estimated AI revenue: ~$3.8M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $256,512 thousand for three months ended June 30, 2024
10-Q filed for period ending June 30, 2024
The overall mature process segment represented 98% of our shipped systems revenue, with 1% of shipments to advanced logic and 1% of shipments to dynamic random-access memory (DRAM). Power device shipments comprised 59% of total systems revenue with the general mature segment representing 36%, and image sensors at 4%.
10-Q for period ending June 30, 2024, Item 2 MD&A
AI Products Identified (Ring 1)
Purion ion implantation systems for DRAM fabs (HBM-related)Purion systems for advanced logic 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 power devicesIon implantation for general mature processAftermarket services and spare parts
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix