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Veeco Instruments (VECO) investor relations material
Veeco Instruments M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary1 Oct, 2025
Deal rationale and strategic fit
The merger creates a leading semiconductor equipment company with a diversified, complementary product portfolio, expanded global reach, and enhanced scale, establishing the fourth largest U.S. wafer fabrication equipment supplier by revenue.
The combination leverages complementary technologies and robust R&D capabilities to accelerate innovation, optimize device performance, and support customer roadmaps.
The deal is driven by secular tailwinds in AI, electrification, and advanced packaging, expanding the total addressable market to over $5 billion.
Diversifies technology and regional exposure, enhancing resilience and growth potential.
Enables cross-selling opportunities and deeper technical collaboration, especially in power devices, compound semiconductors, and advanced logic.
Financial terms and conditions
Structured as an all-stock transaction: Veeco shareholders receive 0.3575 shares of Axcelis for each Veeco share.
Post-close, Axcelis shareholders will own 58% and Veeco shareholders 42% of the combined company.
Combined enterprise value is estimated at $4.4 billion based on recent share prices and outstanding debt.
On a 2024 pro forma basis, the combined company generated $1.7 billion in revenue, 44% gross margin, and $387 million adjusted EBITDA (22% margin), excluding synergies.
Veeco’s $230 million in 2029 convertible bonds will be assumed by the combined company.
Synergies and expected cost savings
Annual run-rate cost synergies of $35 million are expected within 24 months post-closing, with most realized in the first 12 months, mainly from public company costs, COGS, and operating expense efficiencies.
Revenue synergies are anticipated from cross-selling, technology integration, and platform optimization, though not yet quantified.
Combined R&D investment will exceed $230 million, accelerating innovation and product development.
The deal is expected to be accretive to non-GAAP EPS within the first year post-close.
Primary areas for cost reductions?
How will new scale impact global market share?
How does portfolio address AI/power solutions demand?
How will cross-selling synergies be prioritized?
Plan to accelerate innovation from combined R&D?
How will combined scale challenge larger competitors?
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Next Veeco Instruments earnings date
Q3 20255 Nov, 2025
Next Veeco Instruments earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Veeco Instruments Inc designs and manufactures semiconductor process equipment used in advanced packaging, MEMS, compound semiconductors, and data storage. The company provides deposition, etching, and metrology systems to technology manufacturers worldwide. The company is headquartered in Plainview, New York, and its shares are listed on the NASDAQ.
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