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Advanced Energy Industries (AEIS) investor relations material
Advanced Energy Industries Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Financial performance and market outlook
Achieved Q2 results ahead of guidance, driven by nearly 50% sequential growth in data center, with expectations to sustain or exceed this demand through year-end.
Projecting 17% total revenue growth for the year, led by 80% year-on-year growth in data center, mid-single-digit growth in semiconductor, a decline in industrial medical, and flat telecom/networking.
Semiconductor revenue outlook revised downward for H2 due to customer forecast reductions, but 2025 is expected to be the second-best year historically.
Industrial medical segment showed growth in Q2 after seven quarters of correction, with sequential growth expected into 2026.
CapEx increased to over 6% of revenue to support data center demand, with investments in both capability and capacity.
Product innovation and competitive positioning
New plasma power products (EVOS, Everest, NAVX) are gaining traction, with revenue from these products expected to reach $10–20 million this year and accelerate in 2025 and 2027.
Historically strong in conductor etch, now targeting significant expansion in dielectric etch, a market dominated by Daihen and MKS Instruments.
Modular technology blocks enable cross-segment innovation, with cooling and power delivery tech shared between data center and semiconductor products.
Competitive advantage lies in best-in-class control over energy delivery, improving wafer yield and throughput for customers.
Data center and AI market dynamics
AI-driven data center buildouts are the primary growth driver, with robust investment plans from hyperscalers and increasing power consumption.
Close collaboration with select hyperscale customers, focusing on customized solutions and rapid development cycles tied to NVIDIA GPU releases.
Engineering bandwidth is a key constraint; talent is being shifted and expanded, including new engineering centers in the U.S. and Asia.
Data center margins have improved and are now near corporate average, reducing historical drag on overall profitability.
New products' role in gaining dielectric etch share?
Scaling data center: production vs. talent limits?
I&M growth: organic vs. acquisition strategy?
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Next Advanced Energy Industries earnings date
Q3 20254 Nov, 2025
Next Advanced Energy Industries earnings date
Q3 20254 Nov, 2025
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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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