Axcelis Technologies, Inc. Q4 2025 Earnings Call Summary

The introduction of the Purion H6 next-generation high-current implanter is designed to address tightening precision and productivity requirements in advanced logic and memory.Strategic focus on the CS&I business resulted in 14% year-over-year growth, providing a high-margin stabilizer during a period of lower system shipments.Memory demand for DRAM and HBM applications improved sequentially, driven by the accelerating infrastructure requirements of artificial intelligence.Silicon carbide demand is currentl ...