Mks Inc
MKSIQ4 2025(MKSI Q3 FY2025)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$1.1B
AI Revenue (Q)
$265.2M
Total Revenue (Q)
$2.7B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 FY2025 total revenue $988M, highest quarterly revenue since Q2 2023. Revenue growth suggests semiconductor recovery accelerating. Estimated semiconductor share ~44-45% (semiconductor tends to lead recoveries). AI share of semiconductor capex estimated ~22-23% as AI fab investment continues ramping with new NVIDIA architecture, expanded HBM production, and TSMC advanced packaging. Conservative: 44% x 23% = 10.1%, rounded to 10%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenues $988M for Q3 2025
10-Q filed 2025-09-30, 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 packagingCHIPS Act-funded US semiconductor manufacturing expansion
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