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Two Blokes Mon at 10:45 AM -
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Semiconductor fabrication equipment is crucial for future tech growth, including EVs and AI datacenters, which require increased production of specialized chips. Axcelis Technologies, despite a temporary dip in orders, is vital for global semiconductor production with its innovative ion implant systems. Axcelis shares have dropped from extremely overvalued in 2023 to undervalued territory in 2025, opening an attractive investment proposition, especially after Q1 earnings beat estimates.
