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

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-48e9-7f50-b313-a91a9f7940b3 Created: 2026-08-27T08:34:34.799Z Duration: 837.45953 Channels: 1 00:00:00.000 -- 00:00:03.280 Only ask one question and one follow-up. 00:00:03.679 -- 00:00:05.839 Please stand by while we compile the Q 00:00:05.839 -- 00:00:06.640 and A roster. 00:00:14.415 -- 00:00:16.335 Our first question comes from the line of 00:00:16.335 -- 00:00:18.815 Jed Dorsheimer of William Blair. Your line is 00:00:18.815 -- 00:00:19.615 now open. 00:00:20.654 -- 00:00:22.095 Hey, thanks guys. 00:00:22.815 -- 00:00:25.055 I was just wondering, Russell, maybe you could 00:00:25.680 -- 00:00:28.480 I know the gallium nitride and indium phosphide 00:00:28.480 -- 00:00:30.400 are mostly deposition which 00:00:30.720 -- 00:00:33.440 makes your merger that much more exciting 00:00:33.840 -- 00:00:35.600 but there is some implant 00:00:35.840 -- 00:00:38.640 associated with containment etcetera. So I was wondering 00:00:38.640 -- 00:00:39.760 if you might just 00:00:41.265 -- 00:00:43.665 spend a minute just talking about that opportunity. 00:00:43.665 -- 00:00:45.265 And then I have a follow-up. Thanks. 00:00:46.625 -- 00:00:47.745 Yes. Hi, Jed. 00:00:48.145 -- 00:00:50.865 So are you talking about the implant opportunity 00:00:50.865 -- 00:00:53.840 in silicon photonics, particularly in data centers? That 00:00:53.840 -- 00:00:56.160 where you're heading? Yes. Well, yeah, that's where 00:00:56.160 -- 00:00:58.560 I'm heading, but, you know, specifically around indium 00:00:58.560 -- 00:01:00.960 phosphide and and then gallium nitride on the 00:01:00.960 -- 00:01:01.760 power side. 00:01:02.720 -- 00:01:05.760 Sure. So there's not really many, but there 00:01:05.760 -- 00:01:08.335 are a couple of ...