{"city":"Beverly","name":"Axcelis Technologies","slug":"axcelis-technologies","facts":[{"date":"2026-08-06","type":"ownership_change","value":"Axcelis and Veeco merger remains on track to close in the second half of 2026","source":"axcelis.com"},{"date":"2026-08-06","type":"revenue_band","value":"mid-single-digit revenue growth","source":"axcelis.com"},{"date":"2026-08-06","type":"revenue","value":"USD 215200000","source":"axcelis.com"},{"date":"2026-05-07","type":"revenue","value":"USD 199000000","source":"SEC Form 8-K"},{"date":"2026-02-17","type":"revenue","value":"USD 839000000","source":"axcelis.com"},{"date":"2026-02-06","type":"ownership_change","value":"Axcelis and Veeco stockholders approved the merger; SAMR clearance remained pending","source":"axcelis.com"}],"peers":[],"stage":null,"state":"Massachusetts","aliases":["Axcelis Technologies, Inc.","ACLS"],"country":"United States","domains":[{"why":"Axcelis designs and supplies ion-implantation equipment, including the Purion platform, used to manufacture silicon and silicon-carbide semiconductor devices.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":81,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":6,"position":8,"progress":7,"firepower":8,"commercial":10,"deployment":10,"production":8,"technology":8},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-20","header":"Axcelis Technologies starts construction of a $35 million ion implantation equipment plant in Pyeongtaek, South Korea","outlet":"ZDNet Korea"},{"date":"2026-05-06","header":"GE Aerospace and Axcelis Technologies are developing 6.5 kV to 10 kV SiC SJ MOSFETs.","outlet":"Power Electronics News"},{"date":"2026-02-09","header":"Veeco stockholders approved the pending merger with Axcelis.","outlet":"semiconductor-today.com"},{"date":"2025-10-02","header":"Axcelis Technologies and Veeco Instruments expect $35 million in annual cost synergies from their merger.","outlet":"semiconductor-today.com"},{"date":"2025-10-02","header":"The Axcelis Technologies and Veeco Instruments combination would expand the semiconductor equipment portfolio and addressable market.","outlet":"semiconductor-today.com"},{"date":"2025-10-02","header":"Axcelis Technologies and Veeco Instruments established leadership and headquarters plans for the combined company.","outlet":"semiconductor-today.com"}],"website":"axcelis.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Ion implantation & thermal processing","domain":"AI Core","parent":"AI Infra · Semiconductor equipment, materials & critical inputs"}],"last_round":null,"updated_at":"2026-10-21T10:01:05.096+00:00","facts_total":27,"positioning":"Axcelis makes ion implantation systems, one of the enabling front-end steps in IC manufacturing, and has operated for over 45 years. Chinese regulator filings assessed its share of the global and Chinese ion implantation markets at 20 to 25 percent in 2024, which is a third-party read on position rather than a company claim. FY2025 revenue was USD 839.0 million against USD 1,017.9 million in FY2024, with gross margin 44.9 percent, net income USD 120.2 million and diluted EPS USD 3.80; the decline reflects cyclical digestion in Power and General Mature markets partly offset by record customer service and installed base revenue. In the second quarter of 2026 revenue was USD 215.2 million, backlog stood at USD 452 million, China was 46 percent of quarterly revenue, and the company raised FY2026 guidance to mid-single-digit revenue growth. The pending all-stock merger with Veeco, announced in October 2025 at approximately USD 4.4 billion enterprise value, would make Veeco a wholly owned subsidiary of Axcelis, with Axcelis holders at approximately 58 percent, headquarters in Beverly and a new name, ticker and brand after close. Shareholder approvals were obtained on 2026-02-06 and the final outstanding condition is clearance from China SAMR.","sub_category":"Ion implantation & thermal processing","signals_total":12,"url":"https://www.frontiertechintelligence.com/companies/axcelis-technologies","title":"Axcelis Technologies · ai core, Beverly, Massachusetts, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Axcelis designs and supplies ion-implantation equipment, including the Purion platform, used to manufacture silicon and silicon-carbide semiconductor devices. AI Core watchlist (score 81) 12 signals and 27 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}