Advanced Energy Industries Inc
AEISQ2 2023(AEIS Q1 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$291.3M
AI Revenue (Q)
$21.3M
Total Revenue (Q)
$425.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 total revenue was $425.0M. Semiconductor Equipment was $194.2M (45.7%), Data Center Computing was $59.7M (14.0%). AI chip spending began ramping in 2023 following the ChatGPT-driven AI boom, but semi equipment orders are long-cycle. AI share of semi equipment capex estimated at ~7-8%. AI-attributable Semi Equipment: ~7.5% x $194.2M = ~$14.6M. AI-attributable DC Computing (rising): ~6% x $59.7M = ~$3.6M. Total: ~$18.2M / $425.0M = 4.3%, rounded to 5%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 194,209 ... Data Center Computing $ 59,659 ... Total $ 425,040
10-Q 2023-03-31, Note 3 Revenue, Disaggregation by Market (Three Months Ended March 31, 2023)
AI Products Identified (Ring 1)
Precision power supplies for semiconductor etch/deposition equipmentPower conversion products for data center computing infrastructure
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.
Applied Materials (21% of revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix