Mks Inc
MKSIQ3 2022(MKSI Q2 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$404.3M
AI Revenue (Q)
$38.3M
Total Revenue (Q)
$765.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
MKS does not disclose AI-specific revenue. Three segments (VSD, PSD, MSD) and three end markets (Semiconductor, Electronics & Packaging, Specialty Industrial). Q2 FY2022 total revenue $765M. Pre-Atotech (closed Aug 2022), semiconductor was majority of revenue. Using FY2022 annual semiconductor end market = $2,041M / $3,547M = 57.5%, but Q2 was pre-Atotech so semiconductor share was higher (~60%). AI share of semiconductor capex in mid-2022 was nascent (~8-10%). Conservative estimate: 60% semiconductor x 8% AI share = ~5%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenues $765M for Q2 2022
10-Q filed 2022-06-30, Condensed Consolidated Statements of Operations
FY2022 Semiconductor end market revenue $2,041M of $3,547M total
10-K filed 2022-12-31, Note 21 Revenue Disaggregation
AI Products Identified (Ring 1)
Process control instruments for advanced node fabricationVacuum and gas delivery systems for semiconductor deposition/etchLaser systems for semiconductor manufacturing
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 instrumentsElectronics and packaging materialsSpecialty industrial products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix