Q2 EARNINGS PRESENTATION AUGUST 1, 2024 2 SAFE HARBOR STATEMENT This presentation and discussion contain forward-looking statements, including our expectations for the future market for our products, revenues, profits, and other results that are forward-looking statements under the SEC's safe harbor provision. These forward-looking statements are based on management's current expectations and are subject to the risks inherent in our business. These risks are described in detail in our Form 10-K annual repor ...

Axcelis Technologies (ACLS) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.39 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.51%. A quarter ago, it was expected that this semiconductor services company would post earnings of $1.26 per share when it actually produced earnings of $1.57, delivering a surprise of 24.60%.Over the last ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 9, 2024 Axcelis Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 000-30941 34-1818596 (State or other jurisdiction (Commission (IRS Employer of incorporation) File Number) Identification No.) 108 Cherry Hill Drive, Beverly, Massachusetts 01915 (Address of ...

Axcelis Technologies Inc (ACLS) is slated to report second-quarter 2024 results on Jul 31.ACLS recently announced its preliminary second-quarter results, per which, now it expects revenues of more than $252 million while earnings per share (EPS) are projected to be more than $1.38. This compares with previously issued revenue guidance of $245 million and EPS of $1.30. The Zacks Consensus Estimate for second-quarter revenues is pegged at $252.4 million, which suggests a decline of 7.9% from a year ago. The c ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Axcelis Technologies (ACLS) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31 ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Axcelis Technologies (ACLS) , which belongs to the Zacks Electronics - Manufacturing Machinery industry, could be a great candidate to consider.This semiconductor services company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters ...

Axcelis Technologies, Inc. (ACLS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ACLS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common moving av ...

文章核心观点 - 半导体行业是发展最先进人工智能(AI)模型的基础 [1] - Nvidia公司在AI发展历程中起到了关键作用 [2][3] - 半导体公司正在设计更强大、更节能的硬件,为更好的AI应用的发展铺平道路 [3] 行业和公司总结 Nvidia - Nvidia是设计最强大数据中心GPU的公司,其AI企业平台提供了丰富的预训练大型语言模型供开发者使用 [4][5] - Nvidia正准备推出新一代基于Blackwell架构的芯片,性能大幅提升 [6] - Nvidia营收有望在2025财年达到1200亿美元,主要来自其AI数据中心业务 [7] AMD - 由于Nvidia供不应求,一些大客户转向AMD的MI300 GPU [8] - AMD数据中心GPU收入在2024年第一季度同比增长80% [8] - AMD在个人电脑AI芯片领域占据90%市场份额 [10][11] Axcelis Technologies - 该公司生产离子注入设备,对制造CPU、存储芯片等至关重要 [13] - AI应用需要更高的芯片制造能力,将带动Axcelis设备需求增长 [15][16] - Axcelis股价虽然大涨,但估值仍低于行业平均水平 [17] Broadcom - Broadcom的网络交换机在AI训练中扮演重要角色 [18][19] - 公司通过收购Symantec和VMware等,将AI应用于网络安全和云计算 [20] - Broadcom的AI相关收入在2024年第二季度同比增长280% [21] Micron Technology - AI设备对内存容量需求大幅提升,这将带动Micron的业务增长 [22][23] - Micron的HBM3e高带宽内存被应用于Nvidia新一代GPU,性能和能耗大幅提升 [24][25] - Micron HBM3e内存未来两年产能已全部售罄,定价能力强 [26]

The Company Announces Planned Retirement of Doug Lawson, Executive Vice President of Corporate Marketing and Strategy BEVERLY, Mass., June 27, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, today named David Ryzhik as Senior Vice President of Investor Relations and Corporate Strategy, assuming responsibility for the role in July 2024. The Company also announced the retirement of Doug Lawson, Executive ...

Axcelis Technologies, Inc. (ACLS) recently expanded business operations in Japan by setting up new service offices in June 2024. The service offices, located in Chitose, Hokkaido and Kumamoto, Kyushu, will support the ACLS’ growing client base in the country. ACLS noted that its service centers are located near the customers, which will facilitate localized support resources for the Purion ion implant equipment, which is in production. In Japan, Axcelis has been forging business partnerships with Silicon an ...