TE Connectivity plc
TELQ3 2023Estimated2% AI
AI Revenue %
2%
AI Fair Value
$596.9M
AI Revenue (Q)
$80.0M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data & devices sub-segment revenue = $252M on total net sales of $3,998M (6.3% of total). Data & devices declined 40.7% YoY, the trough of the data center spending downcycle. AI-specific orders were building but not yet flowing through revenue. Conservative 20% AI share: $252M x 0.20 = $50M / $3,998M = 1.3%, rounded to 2%.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectorsNetworking equipment connectorsServer power connectors
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.
Data and devices sub-segment ($252M)Communications Solutions segment ($424M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix