Question 1

What percentage of Mks Inc's revenue comes from AI?

Accepted Answer

Mks Inc derives approximately 8.17% of its revenue from AI-related products and services, representing $293.1M in annual AI revenue out of $3.6B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Mks Inc's AI Fair Value?

Accepted Answer

Mks Inc's AI Fair Value is $1.8B, ranking it #76 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Mks Inc's AI revenue changed recently?

Accepted Answer

Mks Inc's AI revenue percentage increased from 9.0% to 10.0% (+1.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Mks Inc compare to peers in Raw Materials?

Accepted Answer

Mks Inc's AI revenue percentage of 8.17% is below the Raw Materials layer average of 12.1%. Among 5 ranked peers, 3 peers have a higher AI revenue percentage.

Question 5

Where does Mks Inc sit in the AI supply chain?

Accepted Answer

Mks Inc operates in the Raw Materials & Mining layer (Layer 1 of 9) of the AI supply chain. Companies extracting and processing rare earth elements, silicon, and other materials essential for semiconductor manufacturing.

Question 6

How reliable is Mks Inc's AI revenue estimate?

Accepted Answer

Mks Inc's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

Mks Inc

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