Advanced Energy Industries Inc
AEISQ4 2024(AEIS Q3 FY2024)Estimated11% AI
AI Revenue %
11%
AI Fair Value
$706.1M
AI Revenue (Q)
$137.6M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 total revenue was $374.2M. Semiconductor Equipment was $197.5M (52.8%), Data Center Computing was $80.7M (21.6%). DC Computing continued its growth trajectory. AI-attributable Semi Equipment: ~14% x $197.5M = ~$27.7M. AI-attributable DC Computing: ~25% x $80.7M = ~$20.2M. Total: ~$47.9M / $374.2M = 12.8%, rounded conservatively to 11%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor Equipment $ 197,497 ... Data Center Computing $ 80,653 ... Total $ 374,217
10-Q 2024-09-30, Note 3 Revenue, Disaggregation by Market (Three Months Ended September 30, 2024)
Applied Materials, Inc. and Lam Research Corporation accounted for 25 % and 11 %, respectively, of our total revenue
10-Q 2024-09-30, Note 3 Revenue
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 Materials (25% of revenue)Lam Research (11% of revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix