Advanced Energy Industries

AEISsupplier

Advanced Energy Industries is a precision power conversion specialist, supplying ultra-accurate power supplies to semiconductor equipment makers and data centers requiring tight voltage control.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($1.47B)

Data statis (memuat keuangan langsung…)

Semiconductor Equipment (50%)

Industrial & Medical (28%)

Data Center & Telecom (22%)

Komposisi segmen dan pelanggan utama

Detail produk

Semiconductor Power Supplies50%

Precision DC/RF power supplies for semiconductor etch, CVD, and ion implant processes.

Industrial Power28%

High-voltage power systems for industrial heating, medical imaging, and analytical instruments.

Telecom & Data Center Power22%

48V rack power systems and configurable power supplies for hyperscale data centers.

Hubungan Rantai Pasok

Pelanggan Utama

Applied Materials

Etch/CVD power supplies

Dampak: critical

Lam Research

ALE chamber power

Dampak: major

Pesaing

MKS Instruments

Semiconductor RF power

Dampak: significant

Konteks makro dan pasar

반도체Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

Denver, Colorado, USA

Didirikan

1981

Karyawan

6,200

Situs Web

advancedenergy.com

Gambaran umum sektor — 반도체

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