Axcelis Technologies Inc
ACLSQ4 2025(ACLS Q3 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$35.3M
AI Revenue (Q)
$26.8M
Total Revenue (Q)
$765.4M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2025 total revenue: $213.6M. The 9-month filing does not provide a specific end-market breakdown in the truncated filing text. However, the company announced a merger with Veeco Instruments in September 2025. Given the trend from H1 2025 (8% DRAM for the half), and the expectation that DRAM capacity additions continue (per prior guidance that NAND spending picks up in 2025), maintaining the 3.5% estimate. The DRAM share likely remained in the 5-10% range. Math: ~8% DRAM x ~35% AI-driven + small advanced logic = ~3.5%. Estimated AI revenue: ~$7.5M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $213,611 thousand for three months ended September 30, 2025
10-Q filed for period ending September 30, 2025
Revenue: $600,718 thousand for nine months ended September 30, 2025
10-Q filed for period ending September 30, 2025, Note 18
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