Axcelis Technologies Inc
ACLSQ4 2024(ACLS Q3 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$20.7M
AI Revenue (Q)
$12.3M
Total Revenue (Q)
$820.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2024 total revenue: $256.6M. End-market mix for 9M 2024: mature process 98%, 1% advanced logic, 1% DRAM. Power devices 58%, general mature 32%, image sensors 9%. Same 2% combined DRAM + advanced logic as H1. Maintaining 1.5%. Estimated AI revenue: ~$3.8M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $256,564 thousand for three months ended September 30, 2024
10-Q filed for period ending September 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 58% of total systems revenue with the general mature segment representing 32%, and image sensors at 9%.
10-Q for period ending September 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