Advanced Energy Industries Inc
AEISQ4 2022(AEIS Q3 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$283.3M
AI Revenue (Q)
$25.8M
Total Revenue (Q)
$516.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2022 total revenue was $516.3M. Semiconductor Equipment was $266.6M (51.6%), Data Center Computing was $87.5M (17.0%). Same methodology: AI-attributable Semi Equipment: ~6% x $266.6M = ~$16.0M. AI-attributable DC Computing: ~4% x $87.5M = ~$3.5M. Total: ~$19.5M / $516.3M = 3.8%, rounded to 5%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 266,600 ... Data Center Computing $ 87,542 ... Total $ 516,274
10-Q 2022-09-30, Note 3 Revenue, Disaggregation by Market (Three Months Ended September 30, 2022)
Applied Materials, Inc. and Lam Research Corporation accounted for 19 % and 15 %, respectively, of our total revenue
10-Q 2022-09-30, 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 (19% of revenue)Lam Research (15% of revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix