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Visual24 Oct 2025
The rise of Alphabet
Nova (NVMI) investor relations material
Nova Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Market outlook and growth drivers
Expects to outpace wafer fab equipment (WFE) market growth in 2025, with mid-single digit market growth anticipated.
Memory, especially DRAM, is projected to grow faster next year, while logic may see slower growth but leading-edge nodes will expand.
Advanced packaging is forecasted for double-digit growth, with overall market growth higher in 2025.
Complexity in semiconductor manufacturing is driving demand for advanced metrology and process control solutions.
Technological inflection points, such as gate-all-around and hybrid bonding, are supporting business fundamentals.
Product innovation and competitive positioning
Unique X-ray and optical metrology tools enable in-depth material characterization and ultra-thin film measurement.
Inline SIMS technology allows rapid, automated material analysis, reducing turnaround from days to minutes.
Lab-to-fab approach differentiates products, enabling real-time process control and higher yield.
Advanced tools are being adapted for both frontend and backend (advanced packaging) applications.
Recent acquisition of Syntronics enhances capabilities in wafer inspection and broadens application coverage.
Market share and geographic trends
Market share increased from 20% in 2023 to 24.8% in 2024, now second in the market after KLA.
Gains attributed to disruptive technologies and superior performance in both chemical and dimensional metrology.
China revenue is growing nominally, with a slight decline in share due to higher investment in advanced nodes.
Most China business is with domestic players, with international fab investments remaining subdued.
Opportunities are being pursued globally, not just in China, with infrastructure investments to support new fabs.
Detail Nova's unique competitive advantages
Nova's inorganic growth strategy and criteria
Impact of China international fab license changes?
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Next Nova earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Nova Ltd (NVMI), formerly known as Nova Measuring Instruments Ltd, specializes in metrology solutions for the semiconductor manufacturing industry. The company focuses on the design, development, production, and sale of process control systems essential for the manufacture of semiconductors. Nova Ltd's product offerings encompass a broad range of metrology platforms, including dimensional, films, materials, and chemical metrology measurements. These are integral for process control across various semiconductor manufacturing process steps, such as lithography, etch, chemical mechanical planarization (CMP), deposition, electrochemical plating, and advanced packaging. It is headquartered in Rehovot, Israel, and its shares are listed on the NASDAQ.
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