Power Semiconductors

Technology

Last mentioned: Feb 18, 2026

Stories mentioning Power Semiconductors 2

Axcelis Beats Q4 Estimates but Issues Flat 2026 Outlook Amid Sector Shift

Axcelis Technologies exceeded Q4 expectations with $238.33 million in revenue and $1.49 EPS, driven by robust aftermarket sales and memory demand. However, a cautious 2026 forecast of flat revenue suggests a transition period as the power semiconductor boom cools.

Feb 18, 2026 4 sources

earnings Bullish

Axcelis (ACLS) Q4 Earnings Beat Outlook Amid AI-Driven Memory Shift

Axcelis Technologies reported fourth-quarter and full-year 2025 results that exceeded its own guidance, driven by robust aftermarket performance and improving bookings. While management expects 2026 revenue to remain flat, a strategic pivot toward memory markets is expected to offset softening demand in the power semiconductor and mature industrial sectors.

Feb 18, 2026 4 sources