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MKS Instruments
MKS Instruments (MKSI) investor relations material
MKS Instruments 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Strategic positioning and market overview
Focused on being foundational to all advanced electronics, not just semiconductors, driving acquisitions like Atotech to expand capabilities and market share across wafer fab equipment and advanced packaging.
Addresses 85% of wafer fab equipment and 70% of advanced packaging steps globally, with unmatched market share in subsystems and chemistry.
AI is a major growth driver, especially in equipment and chemistry for high-layer-count PCBs and package substrates.
Chemistry revenues from AI-related applications have doubled year-over-year, now estimated at 10% of total chemistry revenue.
Record equipment revenue year, with strong bookings expected to drive growth into 2026.
Business performance and growth drivers
E&P segment accounts for 28% of revenues, growing over 20% in 2025, driven by AI and demand for advanced PCB equipment and chemistry.
Equipment sales lead to recurring high-margin chemistry sales, with $20M–$40M in annual chemistry revenue for every $100M in equipment at full utilization.
Chemistry business has mid-50% gross margins, outperforming competitors due to R&D scale and customer proximity.
Flex PCB laser drilling business benefits from mobile and wearable device trends, with potential upside from increased adoption of foldable phones.
Market share leadership in chemistry and equipment, with future installations expected to further strengthen position.
Semiconductor segment outlook
Semi segment up 15% in first nine months of 2025, aided by NAND upgrades and industry inventory normalization.
Positioned to benefit from DRAM and HBM buildouts, with 85% exposure to wafer fab equipment and strong leverage to Dep/Etch processes.
Historically outgrows WFE by 200 basis points through cycles, with momentum building for a potential ramp in 2026–2027.
World-class optics revenue doubled over five years, with further share gains expected as lithography metrology and inspection markets grow.
Customer conversations indicate a more positive outlook for a sustained ramp, especially in memory and logic, with possible pull-ins ahead of 2027.
Quantify long-term chemistry revenue from equipment sales
What drives semi recovery pull-ins for MKS?
What is the path to 2x-2.5x net leverage target?
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Next MKS Instruments earnings date
Q4 202512 Feb, 2026
MKS Instruments
Next MKS Instruments earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
MKS Instruments Inc. supplies process control, analytical, and subsystems products used in advanced manufacturing. Its technologies support applications in semiconductor manufacturing, industrial technologies, life sciences, and research. The company is headquartered in Andover, Massachusetts, and its shares are listed on the NASDAQ.
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