Year-on-Year Revenue Growth
First quarter revenue grew 5% year-on-year excluding divestitures, with Materials Solutions sales up 8% and CMP slurries and pads delivering almost 20% growth.
Strategic Manufacturing Expansion
Progress in Colorado and Taiwan manufacturing sites, with initial equipment qualifications on track and expected customer qualifications in the second half of 2025.
Advanced Packaging Growth
Advanced Packaging business more than doubled in Q1 2025 compared to Q1 2024, with expectations to grow more than 25% for the full year 2025.
Engagement with 3D-NAND Players
Progress in moly deposition materials with major 3D-NAND players, with expectations for adoption in the second half of 2025.