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Advanced Energy Industries
Advanced Energy Industries (AEIS) investor relations material
Advanced Energy Industries 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Revenue and business mix
Q3 revenue breakdown: 42% semiconductor equipment, 37% data center, remainder from industrial, medical, telecom, and networking.
Data center business expected to double in 2025, with 25%-30% growth forecast for 2026 based on secured design wins and ongoing business.
Industrial and medical markets are recovering, with inventory levels stabilizing and order rates increasing.
Aerospace and defense exposure is currently low but expected to rise significantly in 2026.
Progress made toward increasing sole source revenue to 80%, especially in semiconductor and industrial medical markets.
Data center and technology trends
AI data center market is rapidly evolving, requiring annual product updates to meet increasing power demands.
Capacity expanded in the Philippines, Mexicali, and a new Thailand factory to support growth and flexibility.
Design win activity remains intense, with a focus on power density and technology reuse for efficiency.
800V development projects underway, with initial revenues expected in 2027 and more significant impact in 2028-2029.
Win rates with key customers are close to 100% due to selective engagement.
Margins, capacity, and supply chain
Data center margins have improved, now approaching corporate average due to targeted strategy and product mix.
Manufacturing efficiency and increased volume have helped maintain overall margin goals despite data center growth.
Strategic inventory and supplier management implemented to mitigate component shortages and supply chain risks.
New Thailand factory to start with high-volume data center products, absorbing fixed costs efficiently.
Tariffs have a 100 basis point impact on gross margins, but mitigation efforts and geographic positioning help offset costs.
What operational challenges arise from data center mix shifts?
Semi: what drives new product significance post-2026?
Sole-source & I&M M&A: interrelation & pipeline?
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Next Advanced Energy Industries earnings date
Q4 20259 Feb, 2026
Advanced Energy Industries
Next Advanced Energy Industries earnings date
Q4 20259 Feb, 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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