Advanced Energy Industries Inc
AEISQ2 2024(AEIS Q1 FY2024)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$442.9M
AI Revenue (Q)
$26.2M
Total Revenue (Q)
$327.5M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2024 total revenue was $327.5M. Semiconductor Equipment was $179.9M (54.9%), Data Center Computing was $41.9M (12.8%). Applied Materials accounted for 30% and Lam Research 10% — elevated concentration suggesting strong etch/deposition demand. AI chip fabrication was commanding an increasing share of leading-edge wafer starts in early 2024. AI-attributable Semi Equipment: ~12% x $179.9M = ~$21.6M. AI-attributable DC Computing (AI inference/training server power): ~15% x $41.9M = ~$6.3M. Total: ~$27.9M / $327.5M = 8.5%, rounded to 8%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 179,903 ... Data Center Computing $ 41,902 ... Total $ 327,475
10-Q 2024-03-31, Note 2 Revenue, Disaggregation by Market (Three Months Ended March 31, 2024)
Applied Materials, Inc. and Lam Research Corporation accounted for 30 % and 10 %, respectively, of our total revenue
10-Q 2024-03-31, Note 2 Revenue
AI Products Identified (Ring 1)
Precision power supplies for semiconductor etch/deposition equipment (AI chip fabrication)Power conversion products for AI 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 (30% of revenue)Lam Research (10% of revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix