Core Viewpoint - Veeco Instruments Inc. is set to release its fourth quarter and full year 2025 financial results on February 25, 2026, after market close, followed by a conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter and full year 2025 will be announced after the market closes on February 25, 2026 [1]. - A conference call to review the financial results will commence at 5:00 PM ET on the same day [1]. Group 2: Conference Call Participation - Participants can join the conference call by dialing 1-877-407-8029 (toll-free) or 1-201-689-8029 [2]. - A live webcast of the call will be available on Veeco's investor relations website [2]. - A replay of the webcast will be accessible starting at 8:00 PM ET on the same evening [2]. Group 3: Company Overview - Veeco Instruments Inc. is a manufacturer of semiconductor process equipment, specializing in technologies such as laser annealing, ion beam, MOCVD, single wafer etch & clean, and lithography [3]. - The company's equipment is designed to enhance performance, yield, and cost of ownership, positioning Veeco as a leader in its market segments [3].

Core Viewpoint - Axcelis Technologies and Veeco Instruments have received stockholder approval for their merger, valued at approximately $4.4 billion, aimed at creating a significant player in the semiconductor equipment industry, with completion expected in the second half of 2026 [1]. Company Overview - Axcelis, based in Beverly, Massachusetts, has over 45 years of experience in providing solutions for the semiconductor industry, specializing in ion implantation systems essential for integrated circuit manufacturing [2]. - Veeco, located in Plainview, New York, manufactures semiconductor process equipment, including technologies such as laser annealing, ion beam deposition, and metal organic chemical vapor deposition (MOCVD), which are critical for advanced semiconductor device fabrication and packaging [3]. Merger Details - The merger will see Veeco shareholders receive 0.3575 Axcelis shares for each Veeco share owned, resulting in Axcelis shareholders owning approximately 58% and Veeco shareholders about 42% of the merged entity [5]. - The combined company is expected to expand its total addressable market to over $5 billion, driven by growth in AI and related power solution demands [5]. - The merger is projected to make the new entity the fourth largest US wafer fabrication equipment supplier by revenue [6]. Financial Projections - The combined company anticipates annual run-rate cost synergies of $35 million within two years post-closing, with a significant portion expected to be realized in the first year [7]. - On a pro-forma basis for fiscal year 2024, the merged entity is projected to generate $1.7 billion in revenue, with a non-GAAP gross margin of 44% and an adjusted EBITDA of $387 million [7].

Core Viewpoint - Axcelis Technologies, Inc. has received approval from its stockholders for all proposals related to its pending merger with Veeco Instruments Inc. [1] Company Summary - The stockholder vote took place at a Special Meeting specifically convened for this purpose [1]

Core Viewpoint - Veeco Instruments Inc. has received approval from its stockholders for the pending merger with Axcelis Technologies, with expectations for completion in the second half of 2026, pending regulatory approvals [1][2]. Company Overview - Veeco Instruments Inc. is a manufacturer of semiconductor process equipment, specializing in technologies such as laser annealing, ion beam, metal organic chemical vapor deposition (MOCVD), single wafer etch & clean, and lithography [3]. Merger Details - The merger agreement between Axcelis and Veeco was established on September 31, 2025, with a registration statement filed with the SEC on December 8, 2025, and declared effective on December 31, 2025 [4]. - A definitive joint proxy statement/prospectus was filed by both companies on December 31, 2025, and was mailed to stockholders around the same date [4].

Summary of Veeco Instruments Inc. Special Meeting Company Overview - **Company**: Veeco Instruments Inc. (NasdaqGS:VECO) - **Meeting Date**: February 06, 2026 - **Purpose**: Special meeting of stockholders to discuss and vote on key proposals Key Proposals Discussed 1. **Merger Proposal** - Proposal for the adoption of the Agreement and Plan of Merger dated September 30, 2025, involving Veeco Instruments, Axcelis Technologies, Inc., and Victory Merger Sub, Inc. - The merger will result in Victory Merger Sub, Inc. merging with Veeco, with Veeco becoming a wholly owned subsidiary of Axcelis Technologies, Inc. - Approval requires a majority vote from the holders of the issued and outstanding shares of common stock entitled to vote at the meeting [6][7] 2. **Merger Compensation Proposal** - Non-binding advisory vote on the compensation for the company's named executive officers related to the merger transactions. - Requires a majority of the total votes cast at the meeting for approval [7] 3. **Adjournment Proposal** - Proposal to approve the adjournment of the meeting if necessary to solicit additional proxies or ensure timely provision of any amendments to the proxy statement. - Requires a majority of the total votes cast at the meeting for approval [8] Voting Process - Stockholders had the opportunity to vote virtually or in person. - Voting was conducted via proxy, written ballot, and electronic ballot. - Each share of common stock was entitled to one vote, with a total of 60,297,087 shares outstanding as of the record date [4][8] Meeting Outcomes - The merger proposal, merger compensation proposal, and adjournment proposal were all approved based on preliminary voting results. - Since the merger proposal was approved, the adjournment proposal was not acted upon [11] Additional Information - The results of the voting will be published in a current report on Form 8-K filed with the Securities and Exchange Commission [11] - The meeting concluded with thanks to the stockholders for their attendance and interest in Veeco Instruments, Inc. [11][12]

Group 1 - The proposed sale of Veeco Instruments Inc. to Axcelis Technologies, Inc. involves shareholders of Veeco receiving 0.3575 shares of Axcelis for each share of Veeco they own [1] - Kahn Swick & Foti, LLC is investigating whether the proposed transaction adequately values Veeco and the process leading to this valuation [1] - The law firm is seeking input from shareholders who believe the transaction undervalues the company [2]

Group 1 - The law firm Wohl & Fruchter LLP is investigating the fairness of the proposed all-stock merger between Veeco Instruments, Inc. and Axcelis Technologies, where Veeco shareholders will receive 0.3575 shares of Axcelis common stock for each share of Veeco common stock they own [1] - The Exchange Ratio is fixed and will not be adjusted for market price changes of either company's stock between the signing of the merger agreement and its completion [2] - Since the announcement of the merger on October 1, 2025, the price of Axcelis common stock has decreased, leading to a decline in Veeco's stock price from $33.08 per share to $32.14 per share by December 8, 2025, making the merger less attractive for Veeco shareholders [3]

Core Insights - The wafer fabrication equipment business is characterized by intense competition from established players such as Applied Materials, ASML, and Lam Research [1] Industry Overview - The industry faces significant challenges due to the presence of entrenched major companies that dominate the market [1]

Core Insights - Veeco Instruments Inc. has been selected by a leading semiconductor memory company to evaluate its laser spike annealing (LSA) system for advanced DRAM R&D, marking a significant expansion into the DRAM market [1][2] - The evaluation period is expected to last around one year, with follow-on orders anticipated in 2027 and beyond, indicating a strong potential for future revenue growth [1] - The HBM market is projected to grow at a compound annual growth rate (CAGR) of nearly 30% through 2030, potentially reaching $100 billion or more in annualized revenues, highlighting the increasing demand for advanced memory technologies [3] Company Overview - Veeco is an innovative manufacturer of semiconductor process equipment, specializing in technologies such as ion beam, laser spike annealing, lithography, MOCVD, and single wafer etch & clean [4] - The company's LSA platform is designed to meet the high productivity and performance demands of advanced DRAM and HBM production, making it a preferred solution for tier 1 semiconductor manufacturers [2] - Veeco's LSA technology is positioned to support the evolving needs of the semiconductor industry, particularly as demand for HBM and DRAM rises due to AI workloads and next-generation computing [2]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]