Advanced Energy Industries Inc
AEISQ4 2023(AEIS Q3 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$349.4M
AI Revenue (Q)
$24.6M
Total Revenue (Q)
$410.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 total revenue was $410.0M. Semiconductor Equipment was $185.0M (45.1%), Data Center Computing was $68.3M (16.7%). AI infrastructure buildout accelerating through 2023. AI-attributable Semi Equipment: ~9% x $185.0M = ~$16.7M. AI-attributable DC Computing: ~10% x $68.3M = ~$6.8M. Total: ~$23.5M / $410.0M = 5.7%, rounded to 6%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 185,033 ... Data Center Computing $ 68,286 ... Total $ 409,991
10-Q 2023-09-30, Note 3 Revenue, Disaggregation by Market (Three Months Ended September 30, 2023)
Applied Materials Inc. accounted for 23 % ... of our total revenue
10-Q 2023-09-30, Note 3 Revenue
AI Products Identified (Ring 1)
Precision power supplies for semiconductor etch/deposition equipmentPower 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 (23% of revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix