Advanced Energy Industries Inc
AEISQ1 2025(AEIS Q4 FY2024)Estimated12% AI
AI Revenue %
12%
AI Fair Value
$799.3M
AI Revenue (Q)
$49.8M
Total Revenue (Q)
$415.4M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2024 disaggregated data not directly available from 10-K (extracted text truncated). Based on the trajectory of rising AI exposure through 2024, with Data Center Computing surging and semi equipment stable, estimated AI revenue percentage continued to increase. The FY2024 10-K mentions AI as a megatrend driving semiconductor equipment demand, confirming growing AI relevance. Estimated ~12% AI revenue attribution based on the accelerating trend observed in Q1-Q3 2024.
Analyzed by claude-opus-4-6
Quoted Figures
The Semiconductor Equipment market supports and enables the long-term growing need for more production capacity and new process technologies to meet expanding demand for semiconductor devices across many applications driven by megatrends such as artificial intelligence ( AI ), energy efficiency, automobile electrification and Internet of things ( IoT )
10-K 2024-12-31, Item 1 Business, Semiconductor Equipment Market
Nine Months Ended September 30, 2024 ... Semiconductor Equipment $ 565,721 ... Data Center Computing $ 195,519 ... Total $ 1,066,639
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 MaterialsLam Research
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix