Advanced Energy Industries Inc
AEISQ3 2025(AEIS Q2 FY2025)Estimated18% AI
AI Revenue %
18%
AI Fair Value
$1.2B
AI Revenue (Q)
$124.6M
Total Revenue (Q)
$692.4M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 total revenue was $441.5M. Semiconductor Equipment was $209.5M (47.5%), Data Center Computing was $141.6M (32.1%). DC Computing nearly doubled year-over-year ($73.0M in Q2 2024 to $141.6M), now the second-largest market for AEIS. Japan revenue surged to $64.6M (14.6% of total, from $12.7M in Q2 2024), likely driven by AI data center buildout. AI-attributable Semi Equipment: ~15% x $209.5M = ~$31.4M. AI-attributable DC Computing: ~40% x $141.6M = ~$56.6M (AI server power conversion is a major driver of this segment's explosive growth). Total: ~$88.0M / $441.5M = 19.9%, rounded conservatively to 18%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 209.5 ... Data Center Computing $ 141.6 ... Total $ 441.5
10-Q 2025-06-30, Note 2 Revenue, Disaggregation by Market (Three Months Ended June 30, 2025, in millions)
Japan $ 64.6 14.6 %
10-Q 2025-06-30, Note 2 Revenue by Significant Countries (Three Months Ended June 30, 2025)
AI Products Identified (Ring 1)
Precision power supplies for semiconductor etch/deposition equipment (AI chip fabrication)High-efficiency 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