半导体大厂，更换CEO

Core Viewpoint - Entegris, Inc. announces the retirement of CEO Bertrand Loy in August 2025, with David Reeder set to succeed him, highlighting a leadership transition aimed at maintaining stability and growth in the semiconductor industry [2][4][5]. Leadership Transition - Bertrand Loy has served as CEO for 13 years and will become Executive Chairman of the Board until mid-2026 to ensure a smooth transition [2][5]. - David Reeder, currently a board member, brings extensive financial and operational leadership experience from companies like Chewy Inc., GlobalFoundries, Texas Instruments, and Broadcom [4][6]. - The board emphasizes the importance of succession planning and believes Reeder is the ideal leader for Entegris' future [6]. Company Performance - Entegris reported Q1 earnings of $0.67 per share, slightly below the market expectation of $0.68, with revenues of $773.2 million, which also fell short of the $791.6 million forecast but showed a year-over-year growth of 0.3% [7]. - The company provided a weak guidance for Q2, expecting earnings between $0.60 and $0.67 per share and revenues between $735 million and $775 million, both below analyst estimates [7]. - CEO Loy noted strong demand for CMP consumables and contamination control solutions but acknowledged increased uncertainty due to new tariff regulations affecting visibility [7]. Future Outlook - Despite short-term challenges, Loy expressed optimism about long-term prospects, citing customer demand for new materials and higher purity to enhance equipment performance [7]. - Entegris aims to leverage its expertise in materials science and purity to drive growth and outperform the market in the coming years [7].