Axcelis Technologies Inc
ACLSQ3 2025(ACLS Q2 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$35.3M
AI Revenue (Q)
$17.8M
Total Revenue (Q)
$508.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 2025 total revenue: $194.5M. End-market mix for H1 2025: mature process 92%, 8% DRAM. Power devices 47%, general mature 45%. DRAM share moderated from Q1's 14% to 8% for the half (implying Q2 standalone DRAM was lower than Q1). Using 8% DRAM for this quarter's mix. Math: 8% DRAM x ~35% AI-driven (HBM) = ~2.8% plus small advanced logic contribution. Rounding to 3.5% to account for some data center power management in general mature. Estimated AI revenue: ~$6.8M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $194,544 thousand for three months ended June 30, 2025
10-Q filed for period ending June 30, 2025
The overall mature process segment represented 92% of our shipped systems revenue, with 8% of shipments to dynamic random-access memory (DRAM) applications. Of the mature process segment, power device shipments comprised 47% of total systems revenue with the general mature segment representing 45%.
10-Q for period ending June 30, 2025, Item 2 MD&A
AI Products Identified (Ring 1)
Purion ion implantation systems for DRAM fabs (HBM for AI accelerators)
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