If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Axcelis Technologies, Inc. (NASDAQ: ACLS ) have been in the spotlight this week as the company announced a merger with Veeco Instruments Inc. (NASDAQ: VECO ) in order to gain scale and c ...

Shares of semiconductor equipment makers Axcelis Technologies and Veeco Instruments moved in opposite directions on Wednesday after the companies announced plans to merge in an all-stock transaction v... ...

PresentationOperator Greetings, and welcome to the Axcelis and Veeco Merger Announcement Conference Call. [Operator Instructions]. Please note that this conference is being recorded. A copy of the investor presentation accompanying this call is available on the Investor Relations pages of both companies' websites as well as the company's joint transaction website, www.www.AxcelisVeeco.com. I would now like to hand the conference over to David Ryzhik, Axcelis Senior Vice President of Investor Relations and C ...

Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. Shareholders of Veeco will receive 0.3575 Axcelis shares for each Veeco share owned. Upon closing, Axcelis shareholders will own approximately 58% of the combined company, while Veeco shareholders will hold about 42% on a fully diluted basis. Veeco insiders will receive substantial benefits as part of change of control arr ...

PresentationOperator Greetings, and welcome to the Axcelis and Veeco Merger Announcement Conference Call. [Operator Instructions]. Please note that this conference is being recorded. A copy of the investor presentation accompanying this call is available on the Investor Relations pages of both companies' websites as well as the company's joint transaction website, www.www.AxcelisVeeco.com. I would now like to hand the conference over to David Ryzhik, Axcelis Senior Vice President of Investor Relations and ...

Summary of Veeco Instruments and Excelis Merger Conference Call Industry and Companies Involved - **Industry**: Semiconductor Equipment - **Companies**: Veeco Instruments Inc. (NasdaqGS:VECO) and Excelis Core Points and Arguments 1. **Merger Announcement**: The call discusses the merger between Excelis and Veeco, aiming to create a leading semiconductor equipment company with enhanced capabilities and resources [1][4][10]. 2. **Strategic Fit**: The merger is described as transformational, combining complementary technologies and product portfolios, particularly in ion implantation and annealing processes, which are critical in semiconductor manufacturing [4][7][8]. 3. **Market Expansion**: The combined company is expected to expand its total addressable market to over $5 billion, leveraging growth in AI and power solutions [10][11]. 4. **R&D Investment**: The merger will result in a combined R&D investment of over $230 million, aimed at developing next-generation products [8][34]. 5. **Financial Profile**: Pro forma revenue for 2024 is projected at $1.7 billion with a gross margin of 44% and adjusted EBITDA of $387 million (22% margin) [23]. 6. **Cost Synergies**: Estimated run-rate cost synergies of $35 million are expected within 24 months post-closing, primarily from operational efficiencies [23][32]. 7. **Accretive to EPS**: The transaction is anticipated to be accretive to non-GAAP EPS within the first year post-closing [5][24]. 8. **Governance Structure**: The combined company will have a governance structure with 11 directors, including 6 from Excelis and 4 from Veeco, with Russell as CEO and Jamie as CFO [21][22]. 9. **Regulatory Approval**: The merger is expected to close in the second half of 2026, pending shareholder and regulatory approvals, with no anticipated issues due to the lack of overlap between the companies [62][63]. Additional Important Content 1. **Complementary Technologies**: The merger will enhance capabilities in advanced packaging, laser annealing, and ion beam deposition, which are essential for high-performance computing and AI applications [8][16][19]. 2. **Geographic Diversification**: The combined company will benefit from a diversified geographic presence, enhancing market penetration in key regions like China, Korea, and Taiwan [12][19]. 3. **Cultural Integration**: Both companies share a culture of respect and collaboration, which is expected to facilitate a smooth integration process [20]. 4. **Customer Focus**: The merger aims to provide enhanced solutions and support for customers across the semiconductor production process, addressing evolving market needs [20][66]. 5. **Long-term Growth Strategy**: The combined company will focus on organic growth, returning capital to shareholders, and considering future M&A opportunities [24][32]. This summary encapsulates the key points discussed during the conference call regarding the merger between Veeco Instruments and Excelis, highlighting the strategic, financial, and operational implications of the transaction.

Combining to Create an Industry Leading Semiconductor Equipment Company Oct 1, 2025 Disclaimer This presentation is for informational purposes only and may not be used for any other purposes. This Presentation shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities, nor shall there be any sale of securities in any states or jurisdictions in which such offer, solicitation or sale would be unlawful. This presentation has been prepared to assist interested parties in makin ...

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the merger between Axcelis Technologies, Inc. and Veeco Instruments Inc. for Axcelis shareholders, who are expected to own approximately 58% of the combined company upon closing [1]. Group 1: Investigation Details - The investigation focuses on whether Axcelis and its board violated federal securities laws or breached fiduciary duties by not obtaining the best possible consideration for shareholders and failing to disclose all material information necessary for assessing the merger [3]. - Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures, and other relief related to the proposed transaction [4]. Group 2: Legal Rights and Options - Axcelis shareholders are encouraged to learn more about their legal rights and options regarding the merger [2].

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the sale of Veeco Instruments Inc. to Axcelis Technologies, Inc. for 0.3575 Axcelis shares per Veeco share [1] Company Summary - The investigation focuses on whether the terms of the sale are equitable for Veeco shareholders [1] - Veeco Instruments Inc. is being sold to Axcelis Technologies, Inc. in a share exchange deal [1]

Group 1 - Veeco Instruments and Axcelis Technologies announced a merger in an all-stock deal valued at $4.4 billion to form a high-end semiconductor equipment company [2] - Following the announcement, trading of shares for both companies was halted [2] - The merger aims to enhance the capabilities and market position of the combined entity in the semiconductor equipment sector [2]