Advanced Energy Industries (AEIS) Investor presentation summary

Business overview and market position

• Global leader in precision power conversion, measurement, and control solutions for mission-critical applications, with 2025 revenue of $1.8B and over 1,000 patents issued.

• Diverse end markets: 47% semiconductor equipment, 33% data center computing, 15% industrial & medical, 5% telecom & networking.

• Over 70% of products are proprietary designs, supported by a technical team of 1,500+ engineers.

• Holds #1 market share in plasma power for semiconductors and #2 in medical power supplies.

Strategic growth drivers

• Focus on high-value, sole-sourced proprietary designs for demanding applications, enabling >40% gross margin.

• Diversification across multiple markets to reduce cyclicality and drive consistent profits and cash flow.

• Investment in engineering and advanced power technologies to maintain portfolio differentiation.

• Leverages strong balance sheet for strategic acquisitions, targeting profitable inorganic growth.

Market trends and macro drivers

• AI and data center growth driving increased power consumption and demand for advanced silicon.

• Semiconductor market projected to exceed $1.3T, with growing demand for AI infrastructure and electrification in industrial applications.

• Medical innovation and industrial automation fueling need for customized, certified power solutions.