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Charles Shee

Research Analyst at Needham and Company

Charles Shee is an Analyst at Needham & Company, specializing in semiconductor equipment and materials research. He actively covers companies such as Nova Ltd., Ichor Holdings (ICHR), and Lam Research, participating in their earnings calls to discuss trends in etch, deposition, advanced packaging, and China market dynamics. While specific performance metrics like success rates or TipRanks rankings are not publicly detailed in available sources, his consistent involvement in Q3 and Q4 2025 calls for these firms highlights his expertise in the sector. Shee's career timeline at Needham is not precisely dated in records, with no prior firms or professional credentials such as FINRA registrations identified.

Charles Shee's questions to NOVA (NVMI) leadership

Question · Q4 2025

Charles Shee asked about the expected trends for Nova's China revenue in 2026, specifically if a second-half pickup is anticipated and if the company can sustain growth similar to the previous year's 11%. He also inquired if rising memory prices are creating any pressure on Nova's gross margin.

Answer

Gaby Waisman, President and CEO, stated that China's revenue normalized to 33% in 2025 from 39% in 2024 and is expected to stabilize around 30% in 2026, with steady investments. She noted that increased investment in advanced nodes would naturally reduce China's proportional share. Regarding memory prices, she clarified that Nova does not see a correlation between memory pricing and its gross margin.

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