Memory Market GrowthAxcelis is seeing signs of improved utilization and expects improvement in the memory market driven by HBM and DDR5 opportunities.
Strong Financial PerformanceAxcelis posted upside 3Q25 results and guided above expectations for 4Q25, with higher bookings expected in the December quarter.
Veeco Acquisition BenefitsThe proposed merger with Veeco Instruments is seen as beneficial, potentially providing larger scale, new customer exposure, and revenue synergies.