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Nova (NVMI) investor relations material
Nova 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Industry outlook and growth drivers
2026 expected to be a growth year, driven by investments in advanced nodes, DRAM, and advanced packaging.
Semiconductor revenues could reach $1 trillion by 2026, earlier than previous estimates, fueled by AI, data centers, automotive, and industrial demand.
2026 is anticipated to be second-half weighted due to project and facility timing, not demand.
Outperformance over WFE is expected to continue, supported by technology-intensive applications.
Market segment performance
On track to achieve $500 million cumulative Gate-All-Around revenue by 2026, with strong positioning among all four major players.
Advanced packaging revenue exposure grew from 0% in 2021–2022 to 20% in 2026, driven by both organic and inorganic initiatives.
New WMC platform launched in mid-2025 targets advanced packaging applications, including hybrid bonding.
DRAM is a key growth driver for 2026, with strong presence among top spenders; NAND growth depends on capacity expansions, not upgrades.
Regional and competitive landscape
China revenue share declined from 39% in 2024 to about 30% in 2026, with dollar growth but lower percentage due to strength in other regions.
China is expected to be flat or slightly down in 2026, with other markets driving overall growth.
Market leadership in integrated metrology (>70% share), direct competition with Onto and KLA in other segments, and unique position in advanced inline material metrology.
Chinese competitors are not yet a major threat but are expected to improve; ongoing R&D investment aims to maintain technology lead.
Material metrology for advanced packaging outlook?
Strategy to maintain lead vs. Chinese metrology?
Strategic significance of $1B revenue milestone?
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Next Nova earnings date
Q4 202512 Feb, 2026
Nova
Next Nova earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Nova Ltd (NVMI), formerly known as Nova Measuring Instruments Ltd, specializes in metrology solutions for the semiconductor manufacturing industry. The company focuses on the design, development, production, and sale of process control systems essential for the manufacture of semiconductors. Nova Ltd's product offerings encompass a broad range of metrology platforms, including dimensional, films, materials, and chemical metrology measurements. These are integral for process control across various semiconductor manufacturing process steps, such as lithography, etch, chemical mechanical planarization (CMP), deposition, electrochemical plating, and advanced packaging. It is headquartered in Rehovot, Israel, and its shares are listed on the NASDAQ.
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