Mks Inc
MKSIQ1 2023(MKSI Q4 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$449.3M
AI Revenue (Q)
$47.7M
Total Revenue (Q)
$954.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2022 annual total revenue $3,547M. Semiconductor end market = $2,041M (57.5% of total). This includes partial year of Atotech from Aug 2022. Full-year semiconductor share was elevated due to strong H1 2022 semiconductor cycle. AI share of semiconductor capex in 2022 estimated at ~8-10%. Conservative: 57.5% semiconductor x 9% AI share = ~5.2%, rounded to 5%.
Analyzed by claude-opus-4-6
Quoted Figures
Semiconductor end market revenue $2,041M of total $3,547M for FY2022
10-K filed 2022-12-31, Revenue Disaggregation
Electronics and Packaging $541M, Specialty Industrial $964M for FY2022
10-K filed 2022-12-31, Revenue Disaggregation
AI Products Identified (Ring 1)
Process control instruments for advanced node fabricationVacuum and gas delivery systemsElectronic packaging materials for advanced chip 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 chemicalsAutomotive electronics
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix