Advanced Energy Industries Inc
AEISQ1 2024(AEIS Q4 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$347.5M
AI Revenue (Q)
$24.6M
Total Revenue (Q)
$410.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q4 FY2023 disaggregated data not directly available (10-K extracted text truncated). Based on 9-month totals (Semi=$552.4M, DC=$187.0M, Total=$1,250.5M), Q4 total revenue was approximately $400-420M. Applying same methodology: ~9% AI attribution to Semi Equipment and ~10% to Data Center Computing yields approximately 6% total AI revenue. No AI-specific disclosure in FY2023 10-K.
Analyzed by claude-opus-4-6
Quoted Figures
Nine Months Ended September 30, 2023 ... Semiconductor Equipment $ 552,419 ... Data Center Computing $ 187,021 ... Total $ 1,250,539
10-Q 2023-09-30, Note 3 Revenue, Disaggregation by Market
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 MaterialsLam Research
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix