Mks Inc
MKSIQ1 2025(MKSI Q4 FY2024)Estimated8% AI
AI Revenue %
8%
AI Fair Value
$896.7M
AI Revenue (Q)
$74.7M
Total Revenue (Q)
$934.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2024 derived from 10-K: FY2024 total $3,586M minus 9M $2,652M = $934M. FY2024 Semiconductor = $1,498M. Q4 semiconductor = $1,498M - $1,098M = $400M / $934M = 42.8%. AI share of semiconductor capex in late 2024 estimated ~20%. Conservative: 42.8% x 20% = 8.6%, rounded to 8% given conservatism around MKS's indirect AI exposure.
Analyzed by claude-opus-4-6
Quoted Figures
FY2024 Semiconductor $1,498M, Electronics and Packaging $922M, Specialty Industrial $1,166M, total $3,586M
10-K filed 2024-12-31, Note 21 Revenue Disaggregation
9M 2024 Semiconductor $1,098M of $2,652M total
10-Q filed 2024-09-30, Note 3 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