Advanced Energy Industries Inc
AEISQ3 2022(AEIS Q2 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$261.1M
AI Revenue (Q)
$22.0M
Total Revenue (Q)
$440.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2022 total revenue was $440.9M. Semiconductor Equipment was $228.8M (51.9%), Data Center Computing was $69.2M (15.7%). AI chip production remained a small fraction of total semiconductor equipment spending in mid-2022. Estimated AI-attributable Semi Equipment: ~6% x $228.8M = ~$13.7M. AI-attributable DC Computing: ~4% x $69.2M = ~$2.8M. Total: ~$16.5M / $440.9M = 3.7%, rounded to 5%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 228,797 ... Data Center Computing $ 69,161 ... Total $ 440,949
10-Q 2022-06-30, Note 3 Revenue, Disaggregation by Market (Three Months Ended June 30, 2022)
Applied Materials, Inc. and Lam Research Corporation accounted for 20 % and 15 %, respectively, of our total revenue
10-Q 2022-06-30, Note 3 Revenue
AI Products Identified (Ring 1)
Precision power supplies for semiconductor etch/deposition equipment used in AI chip fabricationPower 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 (20% of revenue)Lam Research (15% of revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix