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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($1.47B)

靜態數據（加載即時財務…）

Semiconductor Equipment (50%)

Industrial & Medical (28%)

Data Center & Telecom (22%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

主要客戶

Applied Materials

Etch/CVD power supplies

影響: critical

Lam Research

ALE chamber power

影響: major

競爭對手

MKS Instruments

Semiconductor RF power

影響: significant

宏觀與市場背景

반도체行業新聞

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

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 Advanced Energy Industries 的 AI 供應鏈分析。

企業資訊

總部

Denver, Colorado, USA

成立時間

1981

員工人數

6,200

官網

advancedenergy.com

行業概況 — 반도체

行業新聞