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Advanced Energy Industries (AEIS) investor relations material
Advanced Energy Industries 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Company overview and strategy
Operates in three main segments: Semiconductor Equipment, Data Center, and Industrial Medical, focusing on high-end, sole-source products with a goal to increase sole-source revenue above 80%.
Aims to double revenue to $3 billion and reach $15 EPS in the coming years, as outlined in the last investor day.
Diversification across segments is intended to provide resilience against cyclical downturns in any single market.
Maintains strong R&D and capacity investments even during market downturns, supporting long-term growth.
Data center business and growth
Shifted focus to high-end, custom solutions for hyperscaler customers, resulting in significant margin improvement and over 100% revenue growth in 2024.
Forecasts 25%-30% growth in 2026, with upside potential if second-wave customers accelerate adoption.
Expanded production capacity in the Philippines and Mexico, with a new Thailand facility ready to ramp, ensuring no capacity constraints.
Maintains about nine months of visibility with customers, securing design wins for 2026 and working on projects for 2027-2028.
Minimal risk of double ordering due to sole-source status and direct customer engagement.
Semiconductor equipment segment
Introduced new platforms (Everest, Evos, NavX) in 2023, driving share gains and expanding into new areas like dielectric etch.
Expects significant revenue from new products starting in 2025 and 2027, with strong growth in both logic and memory markets.
Customers are highly demanding, requiring early and deep R&D collaboration for new process development.
Service business is stable, representing about 10% of total revenue and mid-to-high teens in semiconductor.
What enables data center growth beyond 30% in '26?
How do new products expand semi market share?
How will M&A achieve #1 I&M market position?
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Next Advanced Energy Industries earnings date
28th Annual Needham Growth Conference Virtual14 Jan, 2026
Next Advanced Energy Industries earnings date
28th Annual Needham Growth Conference Virtual14 Jan, 2026
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Frequently asked questions
Advanced Energy Industries, Inc. provides precision power conversion, measurement and control solutions. It operates through the following segments: Solar and Industrial. The Solar segment includes products that are used in the manufacture of photovoltaic modules or solar panels for solar manufacturers in the solar industry. The Industrial segment includes products that are used in the manufacture of semiconductors, flat panel displays and other components for industrial markets including data storage, telecommunications, automotive and architectural glass industries. The company was founded by Douglas S. Schatz, William R. Miller and Terry L. Swallow in 1981 and is headquartered in Fort Collins, CO.
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