Axcelis Technologies Inc
ACLSQ4 2023(ACLS Q3 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$11.5M
AI Revenue (Q)
$2.9M
Total Revenue (Q)
$292.3M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 2023 total revenue: $292.3M. FY2023 end-market mix (per 10-K): 88% mature process, 59% power devices. No separate advanced logic or DRAM figures given. Conservative 1% maintained.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $292,326 thousand for three months ended September 30, 2023
10-Q filed for period ending September 30, 2023
The mature process technology segment represented 88% of the value of our 2023 system shipments. Power device segment accounted for 59% of the value of our 2023 system shipments.
10-K for year ended December 31, 2023, 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