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Shares of Veeco and Axcelis have lagged their larger semiconductor-equipment peers, making them potentially compelling opportunities for investors.

Axcelis' Q4 earnings suggest that the memory segment could be a major growth driver over the coming years. Axcelis' latest order from a leading North American memory maker implies that it has penetrated the three largest memory makers, exposing it to their ongoing capacity expansion projects. I'm estimating Axcelis' memory segment system sales at nearly $625 million through 2028.

President and CEO Russell Low will Present Keynote Speech at CS Asia BEVERLY, Mass., March 19, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced today that it will be the Diamond Sponsor for the Compound Semiconductor Asia Conference (CS Asia) 2026, held in conjunction with SEMICON China 2026 on March 24-27, 2026, at the Kerry Hotel in Pudong, Shanghai.

Axcelis Technologies (ACLS) closed at $83.19 in the latest trading session, marking a -2.34% move from the prior day.

David Ryzhik Appointed Interim Chief Financial Officer BEVERLY, Mass., March 12, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS) today announced that David Ryzhik, Senior Vice President of Investor Relations and Corporate Strategy, has been appointed Interim Chief Financial Officer, effective March 12.

Investors need to pay close attention to Axcelis Technologies stock based on the movements in the options market lately.

BEVERLY, Mass., Feb. 23, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced today the company's plans to participate in the following upcoming investor conferences: The Susquehanna Financial Group Fifteenth Annual Technology Conference, taking place at the Lotte New York Palace Hotel on February 26th and virtually on February 27th, 2026.