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TheStreet Open House

Nanometrics' CEO Hosts Analyst Day (Transcript)

Stocks in this article: NANO

So we have taken our serve market from under a billion to about $1.3 billions with the acquisition of the SPARK platform and allowing us to now participate in an important area where we can continue to pursue our goal of growing faster than the rest of the industry and expanding our market share.

So, just a little summary about the history of our acquisitions, and I’ve got to hit a few of these right at the top. So we’ve had a series of acquisitions that we made and we start off with the KOR Nanos around 2005, we acquired Accent Optical, which got us into the overlaying some materials business. We acquired Tevet in Israel small company that had Fiber Optics; it was primarily for the solar business. We acquired the UniFire product line which addressed the wafer scale packaging and now we’ve acquired the SPARK product line.

In most of these cases with the exception of the Accent, when you look at the Tevet, UniFire and SPARK, we are really looking at product technologies, we are looking at ways to expand our product platform and getting addition to our core competencies. So if we look at this on kind of step through, the idea is increasing our footprint in the fab.

So with the every acquisition, we are able to bring greater number of solutions or more comprehensive set of solution to our customers. And you’ll see that they all going to the fab, they allow us to have conversation with metrology and inspection now with lithography with CMP with the interconnect folks. So, the last couple of slides I just want to talk about our position and performance against the industry.

Many of you have probably seen the announcements of the CapEx spending plans in 2012. On the left, we’ve shown the slides the customers which are Samsung, Intel and Hynix which have been last year we're 10% or more customers. All of them announced increases in spending, up until about a day or so ago, all the runs on the right hand side had announced decrease in spending, but TSMC has been up in number and I think they are now talking about rising about another billion to be $7 billion.

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