Axcelis Technologies Inc
ACLSQ1 2023(ACLS Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$10.7M
AI Revenue (Q)
$2.3M
Total Revenue (Q)
$229.2M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year 2022 revenue was $920.0M. Q4 standalone: $920.0M - $653.9M (9M) = $266.1M. End-market mix per 10-K: >80% mature process, ~39% power devices. No explicit advanced logic or DRAM disclosure. Multiple evaluations at customers in memory, mature process technologies and advanced logic mentioned, but these are evaluation units, not production volume. Ion implantation is used in all chip manufacturing, but Axcelis's customer base is overwhelmingly mature process. Conservative 1% AI estimate maintained.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue for 2022 was $920.0 million, an increase of 38.9% from 2021 revenue of $662.4 million
10-K for year ended December 31, 2022, Item 7 MD&A
The market for mature semiconductor devices grew rapidly, producing greater than 80% of our systems shipments
10-K for year ended December 31, 2022, Item 1 Business
Multiple evaluations at key customers in memory, mature process technologies and advanced logic
10-K for year ended December 31, 2022, Item 1 Business
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 partsSilicon carbide power device equipment
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix