Advanced Energy Industries Inc
AEISQ2 2025(AEIS Q1 FY2025)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$1.0B
AI Revenue (Q)
$49.1M
Total Revenue (Q)
$327.5M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 total revenue was $404.6M. Semiconductor Equipment was $222.2M (54.9%), Data Center Computing was $96.2M (23.8%). DC Computing more than doubled year-over-year ($41.9M in Q1 2024 to $96.2M), a strong signal of AI infrastructure demand driving power supply sales. AI-attributable Semi Equipment: ~15% x $222.2M = ~$33.3M (AI chip fab share increasing as TSMC, Samsung ramp advanced nodes for AI). AI-attributable DC Computing: ~30% x $96.2M = ~$28.9M (AI server power demand accelerating). Total: ~$62.2M / $404.6M = 15.4%, rounded to 15%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 222.2 ... Data Center Computing $ 96.2 ... Total $ 404.6
10-Q 2025-03-31, Note 2 Revenue, Disaggregation by Market (Three Months Ended March 31, 2025, in millions)
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 MaterialsLam Research
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix