Axcelis Technologies, Inc. (ACLS) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Only ask one question and one follow-up. Please stand by while we compile the Q and A roster. Our first question comes from the line of Jed Dorsheimer of William Blair. Your line is now open. Hey, thanks guys. I was just wondering, Russell, maybe you could I know the gallium nitride and indium phosphide are mostly deposition which makes your merger that much more exciting but there is some implant associated with containment etcetera. So I was wondering if you might just spend a minute just talking about that opportunity. And then I have a follow-up. Thanks. Yes. Hi, Jed. So are you talking about the implant opportunity in silicon photonics, particularly in data centers? That where you're heading? Yes. Well, yeah, that's where I'm heading, but, you know, specifically around indium phosphide and and then gallium nitride on the power side. Sure. So there's not really many, but there are a couple of implants in gallium nitride, but they're not significant. What I would say when you think about data center and optical transmission, we don't partake, especially, in the laser manufacturing part. But to to put the data, to encode the laser with the data, that requires a modulation unit. And that modulation unit is a silicon unit, and that does require implantation. I think it's essentially an isolation implant that is doing. So again, it's not a massive use of ion implantation, but it's definitely an application in certain photonics for that particular area. Got it. Thanks. So it'll mostly be on the Vico product line post merger, correct? Yes, I think that's true. I think they have I think you're on their call. They have the MOCVD and the thin film capability for the optical components. Thank you. I'll jump back in queue. Thanks. One moment for our next question. Our next q...