Business mix
- The company operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection.
- It offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers.
- The company also provides etch, plasma dicing, deposition, and other wafer processing technologies and solutions for the semiconductor and microelectronics industry.
- In addition, it offers direct imaging, inspection, optical shaping, inkjet and additive printing.
Current key questions
- Can demand for the company's products and platforms keep growing within semiconductor equipment & materials?
- How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
- Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
