Axcelis Technologies Inc
ACLSQ1 2025(ACLS Q4 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$28.0M
AI Revenue (Q)
$5.0M
Total Revenue (Q)
$252.4M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 2024 standalone revenue: $1,017.9M (full year) - $765.4M (9M) = $252.4M. Per FY2024 10-K: power devices 56% of 2024 system shipments. The 10-K Item 1 Business section explicitly references AI as a demand driver: 'artificial intelligence, large language models e.g. (ChatGPT), data analytics and visualization' -- but this is industry commentary, not revenue attribution. The company noted DRAM customers expected to start adding capacity exiting 2024 into 2025 (per H1 2024 MD&A). Slightly raising to 2% for Q4 as DRAM capacity additions ramp (HBM for AI is a major DRAM capex driver). Full year revenue: $1,017.9M. Estimated AI revenue: ~$5.0M.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue for 2024 was $1,017.9 million, compared to $1,130.6 million in 2023
10-K for year ended December 31, 2024, Item 7 MD&A
We remained a technology leader and supplier of choice in the implant-intensive power device segment, which accounted for 56% of the value of our 2024 system shipments
10-K for year ended December 31, 2024, Item 7 MD&A
The demand for chips continues to increase, as a result of the electrification of vehicles... artificial intelligence, large language models e.g. (ChatGPT), data analytics and visualization
10-K for year ended December 31, 2024, Item 1 Business
Ion implantation systems and services revenue: $1,001,045 thousand (2024)
10-K for year ended December 31, 2024, Note 17
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