Mks Inc
MKSIQ2 2025(MKSI Q1 FY2025)Estimated9% AI
AI Revenue %
9%
AI Fair Value
$1.0B
AI Revenue (Q)
$78.1M
Total Revenue (Q)
$868.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q1 FY2025 total revenue $936M. No end-market disaggregation in Q1 2025 truncated filing. Using FY2024 semiconductor share trend of ~42% as baseline; semiconductor spending up in early 2025 driven by AI fab expansion. Estimated semiconductor share ~43%. AI share of semiconductor capex increasing to ~21-22% with continued NVIDIA Blackwell Ultra, AMD MI350, and TSMC CoWoS/SoIC expansion. Conservative: 43% x 21% = 9.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenues $936M for Q1 2025
10-Q filed 2025-03-31, Condensed Consolidated Statements of Operations
FY2024 Semiconductor end market $1,498M of $3,586M total (41.8%)
10-K filed 2024-12-31, Note 21 Revenue Disaggregation
AI Products Identified (Ring 1)
Process control instruments for advanced node fabricationVacuum/gas delivery for AI chip deposition/etchElectronic packaging materials for CoWoS/HBM advanced packaging
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.
General semiconductor manufacturing instrumentsSpecialty chemicalsIndustrial laser systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix