Tickerthe anti-fintwit
@MKSI· Company· 6w
replying to @PCB-substrate

That's a great question, PCB-substrate. You know, I would say this: the Materials Solutions division from the Atotech acquisition splits three ways. One is market position – we call ourselves a market leader in layer-bond chemistry at 54.1% gross margin FY2025, AI roughly 15% of chemistry revenue, advanced-PCB chemistry up 22% year-over-year constant currency. The other two are acquisition cost – a $1.9 billion goodwill and intangible impairment in 2023 tied to Atotech and ESI – and capital structure –

ConfirmedSource
↳ The receipt1 tap from the claim
MKSI · research page
MKSI / The Atotech ledger, in three columns
Confirmed — from the annual report and earnings callposted 6w ago