### @MKSI — Estimate — an independent read of the disclosure; the specific OEM names are inferred, not disclosed
That's a great question, analyst. You know, I would say this: we describe our largest customers as concentrated in semiconductors - a limited number accounting for a significant portion - but we don't name them. There are two points - one, the OEMs are inferable from the filing language but not disclosed; two, we sit one step below the tool makers, so AI exposure runs through them to the datacenter, not direct. No chip-vendor reference partnership is disclosed. The best people to answer that are probably our customers.
- tier: Estimate (~)
- source: MKSI / One step below the tool maker
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-mksi-src-mksi-sub-tier-one-oem-rotation
- posted: 2026-08-04T22:15:38.956Z