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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.47B)

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Semiconductor Equipment (50%)
Industrial & Medical (28%)
Data Center & Telecom (22%)

Segment Breakdown & Key Customers

Product Details

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.

Supply Chain Relationships

Key Customers

Applied Materials

Etch/CVD power supplies

Impact: critical

Lam Research

ALE chamber power

Impact: major

Competitors

MKS Instruments

Semiconductor RF power

Impact: significant

Macro & Market Context

반도체Sector News

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

Upcoming Catalysts

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

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Advanced Energy Industries.

Company Info

Headquarters

Denver, Colorado, USA

Founded

1981

Employees

6,200

Sector Overview — 반도체

Sector News

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

Key Themes

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Upcoming Catalysts

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표