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    Matthew Prisco

    Director and Senior Equity Analyst at Cantor Fitzgerald

    Matthew Prisco is a Director and Senior Equity Analyst at Cantor Fitzgerald, specializing in semiconductors and semiconductor equipment research for major technology companies. He has covered companies such as ONTO Innovation and other leading semiconductor firms, consistently maintaining a success rate of over 68% and delivering an average return near 13% on his equity recommendations, ranking in the top 10% of Wall Street analysts by StockAnalysis. Prisco began his career as an Associate Analyst at Macquarie Capital (2015-2017) and later served as a Research Associate at Evercore Group LLC (2017-2024) before joining Cantor Fitzgerald in early 2024. He holds an undergraduate degree from St. John's University and is FINRA registered with securities licenses supporting his credentials as a professional equity analyst.

    Matthew Prisco's questions to ONTO INNOVATION (ONTO) leadership

    Matthew Prisco's questions to ONTO INNOVATION (ONTO) leadership • Q2 2025

    Question

    Matthew Prisco from Cantor Fitzgerald sought clarification on the next-gen Dragonfly's evaluation tool shipment timeline, the potential for market share gains in 2026, and the primary growth drivers and headwinds for the upcoming year.

    Answer

    CEO Michael Plisinski affirmed that evaluation tools for the next-gen Dragonfly are on track to ship this year, with a potentially faster production ramp due to customer familiarity. For 2026, he identified the next-gen Dragonfly as a strong growth driver across multiple applications. Plisinski also highlighted significant progress in the films market with the Iris and new Iris G2 platforms as key contributors to future growth.

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    Matthew Prisco's questions to ONTO INNOVATION (ONTO) leadership • Q1 2025

    Question

    Matthew Prisco inquired about the performance of the new 2.5D inspection tool against competitors, its expected ramp timeline, and customer feedback on the 3DI and Iris systems.

    Answer

    CEO Michael Plisinski detailed that the new 2.5D tool is a completely new platform designed to be a market leader, with evaluation units shipping in the second half of the year and a quick ramp expected. Regarding the Iris systems, he noted positive customer engagement and performance, while also mentioning that the R&D team is working through normal new product challenges like long-term stability.

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    Matthew Prisco's questions to ONTO INNOVATION (ONTO) leadership • Q4 2024

    Question

    Matthew Prisco asked for more detail on the pickup in HBM demand and inquired about Onto Innovation's growth potential in 2025, particularly for advanced nodes, given the strong performance in 2024.

    Answer

    CEO Michael Plisinski explained that HBM orders are increasing as end-market allocations from major customers become clearer, with 2025 capacity additions expected to meet a doubling of market demand. He noted that attach rates for their tools are stable or increasing. Regarding advanced nodes, Plisinski stated that while revenue won't reach prior peak levels, it is getting 'within shooting range.'

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    Matthew Prisco's questions to NOVA (NVMI) leadership

    Matthew Prisco's questions to NOVA (NVMI) leadership • Q2 2025

    Question

    Matthew Prisco asked for an update on the competitive landscape and market share dynamics in dimensional metrology, covering both integrated and standalone OCD. He also inquired about the revenue contribution outlook for the Ellipson and Metrion systems in 2025 and their growth potential into 2026.

    Answer

    President & CEO Gabriel Waisman stated that the competitive landscape is largely unchanged, with Nova maintaining leadership in integrated metrology and gaining market share in standalone OCD due to its unique technology. For Ellipson and Metrion, he confirmed they are on track with the business plan, seeing adoption by advanced node manufacturers, and expects growth as they become process tools of record.

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    Matthew Prisco's questions to NOVA (NVMI) leadership • Q4 2024

    Question

    Matthew Prisco requested details on the drivers of the strong Q1 sequential growth and its sustainability, and also asked for guidance on how to model the revenue ramp from material metrology design wins like Metrion.

    Answer

    President and CEO Gabriel Waisman attributed the growth to strong end markets like AI and HPC, Nova's position in advanced logic and packaging, and the Sentronics acquisition. Regarding Metrion, he explained that adoption begins with R&D and one tool per fab, with proliferation into high-volume manufacturing expected over time, similar to the historical adoption of XPS technology.

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    Matthew Prisco's questions to CAMTEK (CAMT) leadership

    Matthew Prisco's questions to CAMTEK (CAMT) leadership • Q2 2025

    Question

    Matthew Prisco asked for details on the market traction for the new Eagle G5 and Hawk products, including key applications and drivers for their strong reception. He also requested early insights into Camtek's overall growth prospects for 2026.

    Answer

    COO Ramy Langer explained that the Hawk's appeal lies in its high throughput and advanced capabilities for future needs like microbumps and hybrid bonding, while the Eagle G5 offers a best-in-class, high-speed solution at its price point. For 2026, Mr. Langer expressed optimism, citing rapid growth in HPC and technological shifts like HBM4, suggesting it would be another growth year for Camtek assuming a positive market environment.

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    Matthew Prisco's questions to CAMTEK (CAMT) leadership • Q1 2025

    Question

    Matthew Prisco asked for insights into growth expectations for the second half of the year, given the healthy Q3 backlog, and requested an update on the new product ramp, questioning what drove the upgraded forecast for 'significant' revenue in 2025.

    Answer

    Executive Ramy Langer confirmed a solid business outlook for Q3 based on the current backlog and pipeline but stated it was too early to provide specific guidance beyond Q2. Regarding new products, Langer reported excellent performance feedback and increased orders for both the Eagle G5 and Hawk, confirming they will generate 'significant revenues' this year as they open up new applications and take more business than previously expected.

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    Matthew Prisco's questions to CAMTEK (CAMT) leadership • Q4 2024

    Question

    Matthew Prisco asked about the market traction for the new Eagle G5 and Hawk products, including orders and customer reception, and how they expand Camtek's addressable market. He also inquired about the impact of the industry's shift to HBM on process control intensity.

    Answer

    Ramy Langer, an executive, detailed that the Eagle G5 enhances competitiveness while the Hawk opens new markets for high-end applications, potentially increasing the TAM by at least $200 million. He confirmed strong orders for both. Rafi Amit, an executive, added the Hawk also offers superior throughput. Regarding HBM, Ramy Langer stated the transition positively increases process control intensity, and Rafi Amit clarified that most customers use Camtek systems for 100% inspection and metrology.

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    Matthew Prisco's questions to MKS (MKSI) leadership

    Matthew Prisco's questions to MKS (MKSI) leadership • Q1 2025

    Question

    Matthew Prisco of Cantor Fitzgerald asked about current trends in the semiconductor photonics business and the ramp timing for previously announced major wins. He also inquired about the company's willingness to continue paying down debt versus buying back stock amid the uncertain economic backdrop.

    Answer

    CEO John Lee stated that design wins in semiconductor photonics remain highly engaged, with complex integrated subsystems going into production on the most advanced lithography and metrology tools. CFO Ram Mayampurath confirmed that debt repayment remains the primary capital allocation priority after internal investment. He noted the modest Q1 share repurchase was an accretive opportunity to offset dilution but does not reflect a shift in the company's focus on deleveraging.

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    Matthew Prisco's questions to MKS (MKSI) leadership • Q3 2024

    Question

    Matthew Prisco asked for more detail on the semiconductor business, including customer utilization rates and ordering patterns, to inform the 2025 outlook. He also inquired about progress on MKS's photonics initiatives and how pushouts from a major lithography customer might affect the ramp of a recent design win.

    Answer

    President and CEO John Lee responded that utilization rates for HBM DRAM and logic/foundry are picking up, while NAND remains muted. He noted that 2025 is still expected to be an up year for WFE. Regarding photonics, Lee highlighted a new design win with a second customer and explained that long lead times for these subsystems mean short-term customer pushouts have minimal impact, reaffirming his long-term confidence in the growth strategy.

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