Its outlook includes semiconductor revenue of $630 million, electronics and packaging revenue of $385 million, and specialty industrial revenue of $335 million. Lee said AI-related applications now represent about 15% to 20% of MKS’ chemistry revenue, an increase from the company’s prior estimate of 15%. Management described chemistry equipment demand as the strongest it has experienced, supported by AI server investment and optical-module applications. MKS said its visibility for chemistry equipment extends through 2027, supported in part by longer lead times and customer down payments. For the third quarter, MKS expects electronics and packaging revenue to increase more than 30% year over year.