Core Viewpoint - Axcelis Technologies and Veeco Instruments have announced a definitive agreement to merge in an all-stock transaction, creating a leading semiconductor equipment company with an enterprise value of approximately $4.4 billion based on recent share prices and outstanding debt [1][2]. Company Overview - The combined entity will serve diversified and expanding end markets, enhancing its operating profile and R&D capabilities, which are expected to drive innovation and customer solutions [2][4]. - The merger is projected to generate pro-forma revenue of $1.7 billion for Fiscal Year 2024, with a non-GAAP gross margin of 44% and adjusted EBITDA of $387 million [2][12]. Financial Structure - Veeco shareholders will receive 0.3575 Axcelis shares for each share they own, resulting in Axcelis shareholders owning approximately 58% and Veeco shareholders owning about 42% of the combined company [3]. - The combined company is expected to have over $900 million in pro-forma cash upon closing and anticipates annual run-rate cost synergies of $35 million within 24 months, with most achieved in the first year [12][24]. Strategic Rationale - The merger will increase the total addressable market to over $5 billion, particularly benefiting from trends in artificial intelligence and power solutions [5][12]. - The combined company will become the fourth largest U.S. wafer fabrication equipment supplier by revenue, diversifying its technology portfolio and market segments [5][6]. Governance and Leadership - The new Board will consist of 11 directors, with a majority from Axcelis, and Dr. Russell Low will serve as President and CEO [7][8]. - The headquarters will be located in Beverly, Massachusetts, and the company will adopt a new name and ticker symbol post-merger [8][9]. Timeline and Approvals - The transaction is expected to close in the second half of 2026, pending shareholder and regulatory approvals [9].

Nova Ltd. (NASDAQ: NVMI ) has been a quiet stellar performer over the past two years, a major player in the semiconductor equipment space. While the majority of the attention is on peers such as KLA Corporation (I am focused on Canadian stocks, Technology and growth stocks. The key to long term returns are disruptive companies that change the landscape of their industry. I also focus on Mid-Cap companies with strong management and high growth to attain alpha. I buy swing positions as well for quality compan ...

Dutch chip-equipment maker ASML's 1.3 billion euro ($1.5 billion) investment in French startup Mistral AI could be the start of more consolidation in the fragmented European tech ecosystem, former Fre... ...

ABM总部位于中国香港，深耕半导体光刻设备领域逾20年，掌握超过2000项光刻机关键零部件的专有 技术。截至目前，ABM已向全球超300家客户累计交付近1000台（套）设备，产品广泛应用于集成电路 前道制造、先进封装等领域。 ABM佛山项目拟选址佛山市顺德区北滘镇，计划打造全球领先的集高端设备制造、尖端研发和中试功 能于一体的光刻机及先进封装核心设备生产基地，首期将建设光刻机、涂胶显影设备及晶圆键合机等核 心设备生产基地，规划三年内实现年产百台套的目标。 9月30日，佛山市与ABM, Inc. Asia Pacific Ltd.（下称"ABM"）签订合作协议，广东唯一的光刻机量产项 目——年产百台套光刻机及先进封装核心设备生产基地项目落户佛山。 值得一提的是，项目从初步接触到正式签约仅用时三个月。"佛山政府的行动效率、对产业发展的渴望 和对产业的深刻理解，都让我印象深刻。"ABM公司董事长吴玷说，佛山作为粤港澳大湾区重要的制造 基地，拥有深厚的工业基础和成熟的精密制造能力，尤其在机械加工、光学元件、控制系统等领域具备 深厚积累，与光刻机等高精度装备的制造需求高度契合，"我们希望借助佛山作为内地与港澳合作'桥头 ...

（原标题：广东唯一光刻机量产项目落地佛山，ABM拟三年内实现年产百台套） 佛山市相关负责人表示，此次引入ABM项目，是佛山进一步实施"强链补链"战略的关键举措。项目落 地后，有望带动本地精密加工、高端光学元件、智能控制系统等上下游配套协同发展，构建"以装备促 制造、以制造带研发"的良性循环。以项目落地为契机，佛山将积极招引高端半导体装备产业链上下游 企业集聚发展，力争实现半导体光刻装备产业五年内规模达40亿元、十年突破100亿元的目标，加快建 设粤港澳大湾区半导体及集成电路研制重要基地。 ABM总部位于中国香港，深耕半导体光刻设备领域逾20年，掌握超过2000项光刻机关键零部件的专有 技术。截至目前，ABM已向全球超300家客户累计交付近1000台（套）设备，产品广泛应用于集成电路 前道制造、先进封装等领域。 ABM佛山项目拟选址佛山市顺德区北滘镇，计划打造全球领先的集高端设备制造、尖端研发和中试功 能于一体的光刻机及先进封装核心设备生产基地，首期将建设光刻机、涂胶显影设备及晶圆键合机等核 心设备生产基地，规划三年内实现年产百台套的目标。 值得一提的是，项目从初步接触到正式签约仅用时三个月。"佛山政府的行动效 ...

近年来，佛山将半导体及集成电路产业作为战略性新兴产业重点培育，已初步构建起覆盖材料、设计、 制造、封测、装备等环节的完整产业链生态。截至目前，全市集聚规模以上半导体企业336家，产业规 模突破900亿元，广东先导稀材光芯片项目、蓝箭电子芯片封测基地等一批重大项目相继落地，形成"链 主引领、多点支撑"的发展格局。 9月30日，佛山市与ABM, Inc. Asia Pacific Ltd.（以下简称"ABM"）签订合作协议，广东唯一的光刻机量 产项目——年产百台套光刻机及先进封装核心设备生产基地项目落户佛山。佛山市市长白涛出席签约仪 式。 ABM成立于2003年，总部位于中国香港，深耕半导体光刻设备领域逾20年，在中国内地、中国台湾及 日本设有分支机构与研发中心。公司坚持自主研发制造，掌握超过2000项光刻机关键零部件的专有技 术，涵盖光源系统、光路系统、工件台系统、测量与对准系统、掩模版与掩模台机构、环境控制系统等 核心技术。截至目前，ABM已向全球超300家客户累计交付近1000台（套）设备，其中70%客户位于中 国内地，产品广泛应用于集成电路前道制造（如MEMS、化合物半导体、功率器件）以及先进封装 （TS ...

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. ASML Holding N.V. (NASDAQ:ASML) is one of the stocks analysts were recently talking about. Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a recent program on CNBC that he likes ASML because the company is expected to benefit from spending by Taiwan Semiconductor. “I like, which has had a nice run over the past couple of weeks, is ASML Holding NV (NASDAQ:ASML). Taiwan Semi is going to be the largest spend ...

芯碁微装公告，控股股东、实际控制人程卓持股3678.75万股，占27.92%；因资金需求，计划于2025年 10月30日至2026年1月29日，通过集中竞价和大宗交易方式减持不超过263.48万股，比例不超过2.00%， 其中集中竞价和大宗交易各不超过131.74万股。 ...

Core Insights - Advantest Corporation has launched the Advantest Power Optimization Solution (APOS) for the V93000 SoC test platform, aimed at enhancing energy efficiency while maintaining performance [1][2] - The APOS software allows semiconductor companies to visualize and manage power consumption in real time, contributing to cost savings and sustainability efforts [2][3] Company Overview - Advantest Corporation is a leading manufacturer of automatic test and measurement equipment for semiconductors, with applications in 5G, IoT, autonomous vehicles, and AI [7] - Founded in 1954 in Tokyo, Advantest has a global presence and is committed to sustainable practices and social responsibility [7] Product Features - APOS expands the Smart TestCell ecosystem, enabling smart semiconductor manufacturing through advanced automation and resource management [8] - The solution includes real-time visualization of power usage and centralized control for managing power-saving data across test floors [8]

Core Insights - Lam Research Corp (NASDAQ:LRCX) stock is experiencing a rise of 3.1%, currently priced at $132.30, following an upgrade from Deutsche Bank to "buy" with a price target increase to $150 from $100, driven by improved conditions in the memory chip market and increased advanced foundry spending [1] Group 1: Stock Performance - LRCX shares are close to their record high of $133.56 set on September 23, and could achieve a record close today, having increased by 31.8% this month and approximately 82% year-to-date [2] - The consensus among analysts shows a bullish sentiment, with 21 out of 32 analysts rating the stock as "buy" or better, while 11 maintain a "hold" rating, indicating potential for further price-target increases [3] Group 2: Options Trading - Options trading for Lam Research appears favorable, as the Schaeffer's Volatility Index (SVI) is at 38%, ranking in the low 10th percentile of its annual range, suggesting that options traders are anticipating low volatility [4]