{"slug":"advanced-energy","name":"어드밴스드에너지","name_en":"Advanced Energy Industries","ticker":"AEIS","updated_at":"2026-07-12T05:39:35.738075+00:00","canonical":"https://valuechain.wiki/advanced-energy","citable":"밸류체인 그래프 기준 어드밴스드에너지의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 3)이고, 사슬을 2차까지 넓히면 17곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Advanced Energy Industries is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 17 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"나스닥 · 반도체 RF 파워 · AI 데이터센터 전원","kicker_en":"NASDAQ · Semiconductor RF power · AI-datacenter power","lead":"어드밴스드에너지는 반도체 장비의 플라즈마 공정에 쓰이는 RF·전력 서플라이를 만드는 미국 기업이다. 드라이 식각과 증착 장비에 들어가는 플라즈마 파워가 핵심으로, 매출의 절반가량이 반도체 장비 시장에서 나온다. 2025년 총매출은 17억9,880만 달러였고, 상위 고객 세 곳이 각각 23%, 19%, 12%를 차지할 만큼 램리서치·도쿄일렉트론·어플라이드 머티어리얼즈 같은 대형 장비사에 대한 의존도가 높다. 최근에는 AI 데이터센터의 서버 랙 전원 수요가 급증하면서 데이터센터 컴퓨팅 매출이 2025년에 두 배 이상(+106.7%) 늘어 5억8,730만 달러에 이르렀고, 800V DC 전력 아키텍처용 컨버터로 하이퍼스케일러 시장을 공략하고 있다.","lead_en":"Advanced Energy Industries makes the RF and power supplies that drive plasma processes in semiconductor equipment. Its plasma power products go into dry etch and deposition tools, and about half of revenue comes from the semiconductor equipment market. Total 2025 revenue was $1,798.8 million, and the company depends heavily on a few large equipment makers such as Lam Research, Tokyo Electron, and Applied Materials, with its top three customers accounting for 23%, 19%, and 12% of revenue. More recently, surging demand for AI data center server-rack power drove Data Center Computing revenue up more than double (+106.7%) to $587.3 million in 2025, and the company is pursuing hyperscalers with converters built for 800V DC power architectures.","segments":{"parts":[{"desc":"식각·증착 장비용 RF·플라즈마 파워 — 매출 절반, 램·TEL·AMAT 편중(상위3 고객 23/19/12%).","name":"반도체 (RF·플라즈마 파워)"},{"desc":"AI 서버 랙 전원 — 2025년 +106.7%($5.87억), 800V DC 컨버터로 하이퍼스케일러 공략.","name":"데이터센터 (AI 서버 전원)"},{"desc":"산업·의료용 정밀 전원.","name":"산업·의료 전원"},{"desc":"통신·네트워킹 전원.","name":"통신·네트워킹"}]},"segments_en":{"parts":[{"desc":"RF/plasma power for etch/deposition tools — half of revenue, concentrated on Lam/TEL/AMAT (top-3 at 23/19/12%).","name":"Semiconductor (RF/plasma power)"},{"desc":"AI server-rack power — +106.7% in 2025 ($587.3M), courting hyperscalers with 800V DC converters.","name":"Data Center (AI server power)"},{"desc":"Precision power for industrial and medical.","name":"Industrial & Medical"},{"desc":"Telecom 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Research, Tokyo Electron, Applied Materials) are 23/19/12% of revenue. Within 2025 total revenue of $1.80B, the new growth axis is AI-datacenter server-rack power: Data Center Computing revenue more than doubled (+106.7%) to $587.3M (32.6% of total), and it courts hyperscalers Microsoft, Amazon and Alphabet with converters for 800V DC architectures. Risks are concentration in a few large customers (equipment makers, hyperscalers) and single-source dependence for some key parts. Upstream on the graph are EMS and power-semiconductor components; downstream are WFE OEMs and AI data centers, exposing it to both the semiconductor-capex and AI-power cycles.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"상위 3개 고객 23%·19%·12% (익명, 대형 WFE 장비사)","basis_en":"top-3 customers 23%/19%/12% (unnamed, major WFE OEMs)","qualifier":"confirmed_no_disclosed_value"},"note":"도쿄일렉트론의 반도체 공정 장비에 어드밴스드에너지의 플라즈마 파워가 공급된다.","note_en":"Tokyo Electron process tools are supplied with Advanced Energy plasma power products.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"2025 회계연도에 3개 고객이 각각 총매출의 23%, 19%, 12%를 차지했다.","excerpt_en":"During the year ended December 31, 2025, three customers accounted for 23%, 19%, and 12% of our total revenue, respectively."}]},{"direction":"revenue","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"상위 3개 고객 23%·19%·12% (익명, 대형 WFE 장비사)","basis_en":"top-3 customers 23%/19%/12% (unnamed, major WFE OEMs)","qualifier":"confirmed_no_disclosed_value"},"note":"어플라이드 머티어리얼즈의 식각·증착 장비에 어드밴스드에너지의 RF·전력 서플라이가 들어간다.","note_en":"Applied Materials etch/deposition systems incorporate Advanced Energy RF and power supplies.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"2025 회계연도에 3개 고객이 각각 총매출의 23%, 19%, 12%를 차지했다.","excerpt_en":"During the year ended December 31, 2025, three customers accounted for 23%, 19%, and 12% of our total revenue, respectively."}]},{"direction":"revenue","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"high","metric":{"type":"revenue_concentration","unit":"pct","basis":"상위 3개 고객 23%·19%·12% (익명, 대형 WFE 장비사)","basis_en":"top-3 customers 23%/19%/12% (unnamed, major WFE OEMs)","qualifier":"confirmed_no_disclosed_value"},"note":"램리서치의 식각·증착 장비에 어드밴스드에너지의 RF·플라즈마 파워 서플라이가 탑재된다. 상위 3개 고객이 매출의 23·19·12%를 차지하는 대형 장비사 중 하나.","note_en":"Lam Research etch/deposition tools carry Advanced Energy RF and plasma power supplies; one of the major equipment makers among the top-3 customers at 23/19/12% of revenue.","sources":[{"stance":"confirms","publisher":"MarketBeat","publisher_en":"MarketBeat","kind":"news","lang":"en","published_at":"2026-06-15","url":"https://www.marketbeat.com/stocks/NASDAQ/AEIS/forecast/","title":"Advanced Energy Industries (AEIS) 주가 전망·목표가 2026","title_en":"Advanced Energy Industries (AEIS) Stock Forecast and Price Target 2026","excerpt":"반도체 장비 시장 회복이 2026년 하반기~2027년 가속될 것으로 전망되며, 애널리스트 평균 목표가 427달러·투자의견 Strong Buy(웰스파고 Overweight 465달러).","excerpt_en":"Semiconductor equipment market recovery is projected to accelerate in H2 2026 into 2027; average analyst target $427, Strong Buy (Wells Fargo Overweight $465)."},{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"2025 회계연도에 3개 고객이 각각 총매출의 23%, 19%, 12%를 차지했다.","excerpt_en":"During the year ended December 31, 2025, three customers accounted for 23%, 19%, and 12% of our total revenue, respectively."}]},{"direction":"revenue","counterparty":"데이터센터·하이퍼스케일러 (AI 서버 전원)","counterparty_slug":null,"confidence":"mid","metric":{"type":"revenue_by_market","unit":"USD","basis":"데이터센터 컴퓨팅 매출 5억8,730만 달러, +106.7% YoY, 총매출의 32.6%","value":587300000,"period":"FY2025","basis_en":"Data Center Computing revenue $587.3M, +106.7% YoY, 32.6% of total","qualifier":"reported"},"note":"AI 데이터센터의 서버 랙 전원 수요로 데이터센터 컴퓨팅 매출이 2025년 두 배 이상 늘었다. 마이크로소프트·아마존·알파벳 같은 하이퍼스케일러와 800V DC 아키텍처용 컨버터로 협업하며, 소수 하이퍼스케일러에 대한 집중도가 높다.","note_en":"AI data center server-rack power demand more than doubled Data Center Computing revenue in 2025. Advanced Energy works with hyperscalers such as Microsoft, Amazon, and Alphabet on 800V DC architecture converters, with high concentration among a small set of hyperscale customers.","sources":[{"stance":"confirms","publisher":"StockTitan","publisher_en":"StockTitan","kind":"news","lang":"en","published_at":"2026-06-04","url":"https://www.stocktitan.net/news/AEIS/advanced-energy-introduces-800-v-dc-converters-for-next-generation-24ffaf2dghic.html","title":"Advanced Energy, 차세대 800V DC AI 데이터센터용 컨버터 출시","title_en":"Advanced Energy Introduces 800 V DC Converters for Next-Generation AI Data Centers","excerpt":"800V DC 입력을 50V DC로 변환하는 ADH 시리즈 컨버터는 98.2% 최대 효율에 하프브릭 패키지로 최대 8kW를 제공, 메가와트급 랙 전원 전환을 겨냥한다.","excerpt_en":"The ADH series converts 800V DC to 50V DC at 98.2% peak efficiency, delivering up to 8kW in a half-brick package for the shift to megawatt-scale rack power."},{"stance":"confirms","publisher":"Investing.com (한국)","publisher_en":"Investing.com","kind":"news","lang":"ko","published_at":"2026-05-05","url":"https://kr.investing.com/news/company-news/article-93CH-1926223","title":"Advanced Energy 2026년 1분기: 데이터센터 매출 두 배, 전망 상향","title_en":"Advanced Energy Q1 2026: data center revenue doubles, guidance raised","excerpt":"데이터센터 컴퓨팅 매출이 1억9,400만 달러로 전년 대비 102% 증가해 분기 기록을 세웠고, 회사는 2026년 데이터센터 30%대 성장을 전망했다.","excerpt_en":"Data Center Computing revenue hit a record $194M, up 102% YoY, and the company guides mid-30% data center growth for 2026."},{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"데이터센터 컴퓨팅 매출 5억8,730만 달러(+106.7%). 총매출 증가는 주로 데이터센터 컴퓨팅 매출이 두 배 이상 늘어난 데 기인했다.","excerpt_en":"Data Center Computing revenue $587.3M (+106.7%). The increase in total revenue was primarily attributable to more than doubling of revenue from the Data Center Computing market."}]},{"direction":"cost","counterparty":"위탁생산(EMS)·기계부품 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"위탁생산업체를 포함한 다수 업체에서 기계·전기 부품을 조달해 제품을 만든다.","note_en":"Advanced Energy uses numerous companies, including contract manufacturers, to supply mechanical and electrical parts for its products.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"당사는 위탁생산업체를 포함한 다수 업체를 이용해 제품 제조·지원용 부품을 조달한다.","excerpt_en":"We use numerous companies, including contract manufacturers, to supply parts for the manufacture and support of our products."}]},{"direction":"cost","counterparty":"전력반도체·전자부품 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"제품 제조에 다양한 전기·전자 부품이 들어가며, 일부 핵심 부품은 단일 또는 소수 공급사에서만 조달한다.","note_en":"Products require a wide variety of electrical and electronic components; some key parts are sourced only from a sole or limited group of suppliers.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 (SEC)","publisher_en":"U.S. SEC / Advanced Energy Industries","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/927003/000110465926014731/aeis-20251231x10k.htm","title":"Advanced Energy Industries FY2025 Form 10-K","title_en":"Advanced Energy Industries FY2025 Form 10-K","excerpt":"당사 제조에는 자주 당사 사양에 맞춰 제작되는 다양한 기계·전기 부품이 필요하며, 일부 핵심 부품은 단일 공급사 또는 제한된 공급사군에서만 조달 가능하다.","excerpt_en":"Our manufacturing requires a wide variety of mechanical and electrical components, which are often made to our specifications... some key parts may only be obtained from a sole supplier or a limited group of suppliers."}]}]}