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MKS Instruments (MKSI) investor relations material
MKS Instruments 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Company overview and strategy
Built a leading position in semiconductor and electronics by expanding from vacuum measurement to a broad portfolio of subsystems and systems, including through key acquisitions like Newport, Electro Scientific Industries, and Atotech.
Now addresses 85% of semiconductor equipment needs globally, with a focus on being foundational to advanced electronics and packaging, not just semiconductors.
Strategy is to be a long-term infrastructure builder, supporting trends like AI, advanced packaging, and Moore's Law extensions.
Electronics and packaging (E&P) segment
E&P saw about 20% growth for the year, driven by strong demand for chemistry and equipment, especially for AI-related PCB manufacturing.
Chemistry makes up two-thirds of the segment, growing steadily at ~10% annually, while equipment (one-third) is more volatile but has seen strong bookings.
Market share leadership in flexible PCB laser drilling tools, with ongoing capacity expansion to support growth.
Equipment sales drive long-term chemistry sales, with high attach rates and gross margins above 55% for chemistry.
Semiconductor segment and market outlook
Semiconductor business grew ~10% in the year, aided by inventory normalization and upgrades, especially in NAND.
Outlook for 2026 is robust, with industry forecasts of 5–15% WFE growth, driven by logic, DRAM, and HBM, with NAND as a potential upside.
Lead times have normalized to 4–8 weeks, and customer sentiment has become more positive over the last quarter.
Broad portfolio enables outperformance versus WFE, with unique positions in RF power, optics, and ALD ozone generators.
Chemistry equipment sales: long-term revenue impact?
MKS's broad portfolio strategy for WFE outgrowth?
Debt reduction strategy: drivers and future impact?
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Next MKS Instruments earnings date
Q4 202512 Feb, 2026
Next MKS Instruments earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
MKS Instruments Inc. supplies process control, analytical, and subsystems products used in advanced manufacturing. Its technologies support applications in semiconductor manufacturing, industrial technologies, life sciences, and research. The company is headquartered in Andover, Massachusetts, and its shares are listed on the NASDAQ.
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