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Ultra Clean
Ultra Clean (UCTT) investor relations material
Ultra Clean 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 summary13 Jan, 2026
Strategic vision and growth targets
Aims to grow into a $4 billion company within three to five years, targeting 20%+ gross margin and over 10% OEM revenue.
Focuses on high-margin service and engineering product portfolios, with further vertical integration to drive both top and bottom-line growth.
Short-term priorities include ramp readiness, digital transformation, and enhancing NPI capabilities to support anticipated industry super cycle.
Sees sustainable, profitable growth, with execution mode underway for strategic initiatives.
Plans to accelerate margin expansion through scale, technical content, and a higher mix of services and engineering products.
Industry outlook and market dynamics
WFE growth outlook for 2025–2026 has shifted to low- to mid-teen percentages, with upside potential in H2 2026.
Growth drivers include strong AI data center demand, resumed leading-edge investments by major players, and memory CapEx expansion.
Easing of US-China geopolitical tensions and regulatory suspensions are reviving demand and enabling new fab upgrades.
China is expected to represent over 30% of the WFE market, with direct business in China projected to grow.
Product and service portfolio
Participates in nearly all product portfolios of top customers, including CVD, ALD, metal deposition, ECD, etch, CMP, EPI, and advanced packaging.
Laser segment is a key growth area, aiming for 10% revenue share by 2026, with both organic and inorganic expansion paths.
Service business, focused on cleaning and coating for leading-edge fabs, is expected to grow at a double-digit rate in 2026.
Expanding product offerings to increase share in the existing installed base and benefit from new US fab ramps.
What specific factors boost 2026 WFE growth outlook?
Detail UCT's WFE segment penetration beyond etch/dep
Beyond volume, how will UCT achieve 20%+ gross margin?
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Latest summaries
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- WOSG
Q3 sales growth exceeded expectations, guidance raised, and US presence expanded. - NOBA
Record profit growth, robust capital, and SME expansion drive strong 2025 results. - SF
Margins expanded to 27% despite revenue decline and large non-cash impairments. - IFX
Q1 FY26 revenue up 7% YoY to €3.66bn, led by AI and automotive, with key acquisition and investments. - WRT1V
All-time high profit and cash flow, with robust Marine and Energy growth and major investments. - CB
Record net income and strong underwriting drive robust growth, with positive 2026 outlook. - BERG
EBITA and margins rose 12% with 4% organic growth, supported by acquisitions and efficiency. - APOTEA
Full-year revenue up 10.1%, but Q4 margin dropped to 1.3% on higher costs. - V2RETAIL
Q3 and 9M FY26 saw strong revenue and profit growth, aided by expansion and lease gains. - SECU
8% margin reached, 4% organic growth, and digital risk intelligence expansion underway.
Next Ultra Clean earnings date
Q4 202523 Feb, 2026
Ultra Clean
Next Ultra Clean earnings date
Q4 202523 Feb, 2026
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Ultra Clean Holdings, Inc. develops, manufactures and supplies Ultra-High Purity (UHP) cleaning services and analytical instruments for the semiconductor industry. The Company's product line serves semiconductor tool suppliers and manufacturers of integrated circuits (ICs) who use these tools to deposit layers on silicon wafers for solar panels, cell phones, computers and other electronic devices.
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