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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产品与营收

产品营收占比

营收构成 ($1.47B)

静态数据（加载实时财务…）

Semiconductor Equipment (50%)

Industrial & Medical (28%)

Data Center & Telecom (22%)

业务板块构成与主要客户

产品详情

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.

供应链关系

主要客户

Applied Materials

Etch/CVD power supplies

影响: critical

Lam Research

ALE chamber power

影响: major

竞争对手

MKS Instruments

Semiconductor RF power

影响: significant

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Denver, Colorado, USA

成立时间

1981

员工人数

6,200

官网

advancedenergy.com

行业概况 — 반도체

行业新闻