Mks Inc
MKSIQ4 2023(MKSI Q3 FY2023)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$546.7M
AI Revenue (Q)
$55.9M
Total Revenue (Q)
$932.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 FY2023 total revenue $932M. FY2023 annual semiconductor = $1,479M / $3,622M = 40.8%. Semiconductor cycle still in downturn, but AI chip demand strengthening. Estimated Q3 semiconductor share ~40%. AI share of semiconductor capex ~15%. Conservative: 40% x 15% = 6.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenues $932M for Q3 2023
10-Q filed 2023-09-30, Condensed Consolidated Statements of Operations
FY2023 Semiconductor end market revenue $1,479M of $3,622M total
10-K filed 2023-12-31, Revenue Disaggregation
AI Products Identified (Ring 1)
Process control instruments for advanced node fabricationVacuum and gas delivery systemsElectronic packaging materials for AI chip 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