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SemiAnalysis 看好 Axcelis-Veeco 合并，理由是 Veeco 的新订单

作者 PulseAugur 编辑部 · [2 个来源] · 2026-06-09 19:00

SemiAnalysis 看好 Axcelis 和 Veeco 的合并，强调 Veeco 最近从一家主要逻辑客户那里获得了其纳秒退火平台的后续订单。该公司还确认向一位新客户发货了一套评估系统。 AI

排序理由该集群由一家分析公司发布的社交媒体帖子组成，讨论了一项合并和近期业务发展，属于评论类。

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X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-06-09 19:00

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X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-06-09 19:00

Last week, we outlined our thoughts on the Axcelis<>Veeco merger and why we’re positive on those names (snippet below).

Last week, we outlined our thoughts on the Axcelis<>Veeco merger and why we’re positive on those names (snippet below). Earlier today, Veeco announced follow-on orders for its Nanosecond Annealing platform from a leading logic customer and confirmed shipment of an eval sys…