Nova Announces Adoption of Metrion® by Two Leading Global Manufacturers

Rhea-AI Summary

Nova (Nasdaq: NVMI) announced that two leading global semiconductor manufacturers have adopted its Metrion® platform for Gate-All-Around (GAA) logic and advanced DRAM production. The fully automated SIMS system enables inline, full-wafer mapping, faster feedback for Statistical Process Control, and near-real-time detection of process excursions to reduce scrap.

Key Figures

Q3 2025 revenue: $224.6 million Revenue growth YoY: 25% Q3 2025 GAAP EPS: $1.90 +5 more

8 metrics

Q3 2025 revenue $224.6 million Record Q3 2025 revenue, per Nov 6, 2025 6-K

Revenue growth YoY 25% Q3 2025 vs. Q3 2024, per 6-K

Q3 2025 GAAP EPS $1.90 GAAP EPS for Q3 2025, per 6-K

Q3 2025 non-GAAP EPS $2.16 Non-GAAP EPS for Q3 2025, per 6-K

Q3 2025 gross margin 56.7% Gross margin for Q3 2025, per 6-K

Total assets $2.31 billion Balance sheet as of Sep 30, 2025, per 6-K

Cash & equivalents $521.6 million Cash position as of Sep 30, 2025, per 6-K

Convertible senior notes $750.0 million Issued during Q3 2025, per 6-K

Market Reality Check

Price: $497.63 Vol: Volume 356,252 vs. 381,55...

normal vol

$497.63 Last Close

Volume Volume 356,252 vs. 381,550 20-day average (relative volume 0.93) indicates typical trading activity before this news. normal

Technical Price at $487.18 is trading above the 200-day MA of $285.39 and about 3.96% below the 52-week high of $507.27.

Peers on Argus

Before this announcement, NVMI was up 2.12% while key peers like ONTO, AMKR, CAM...

Before this announcement, NVMI was up 2.12% while key peers like ONTO, AMKR, CAMT, and ACLS showed declines between about 1–3%, indicating stock-specific strength rather than a broad semiconductor equipment move.

Historical Context

5 past events · Latest: Jan 08 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 08	Conference appearance	Neutral	-0.8%	CFO participation in the 28th Annual Needham Growth Conference and investor meetings.
Jan 07	Earnings date notice	Neutral	-3.1%	Announcement of Q4 and full-year 2025 results release date and conference call.
Dec 29	Board appointment	Positive	+0.9%	Appointment of Rami Hadar to the Board, adding tech and M&A experience.
Nov 12	Investor conferences	Neutral	+1.0%	CFO attending J.P. Morgan and UBS tech conferences for one-on-one investor meetings.
Nov 06	Earnings results	Positive	-8.2%	Record Q3 2025 results with strong revenue and EPS growth driven by DRAM and GAA demand.

Pattern Detected

Recent news has mostly seen modest, sentiment-consistent moves, with one notable divergence where record earnings coincided with an 8.24% decline.

Recent Company History

Over the past several months, Nova has highlighted investor outreach, board strengthening, and record financial performance. A record Q3 2025 report on Nov 6, 2025 showed strong growth but was followed by a -8.24% move, contrasting with smaller, aligned reactions to conference participation and management changes. This adoption news for Nova Metrion® in both GAA and advanced DRAM fits the ongoing narrative of metrology leadership in advanced logic and memory nodes, extending the earlier GAA-focused tool wins noted in prior filings.

Market Pulse Summary

This announcement highlights further adoption of Nova Metrion® for both Gate-All-Around and advanced...

Analysis

This announcement highlights further adoption of Nova Metrion® for both Gate-All-Around and advanced DRAM production, reinforcing Nova’s focus on materials metrology in key semiconductor inflections. It complements earlier records such as Q3 2025 revenue of $224.6 million and strong presence in memory and logic metrology. Investors may watch for future disclosures connecting these wins to revenue, as well as how metrology demand in GAA and DRAM progresses relative to prior guidance and growth trends.

Key Terms

gate-all-around, dram, secondary ion mass spectrometry, statistical process control

4 terms

gate-all-around technical

"The platform was purchased for Gate-All-Around (GAA) and advanced DRAM device production"

Gate-all-around is a transistor design in which the control electrode wraps completely around the conducting path, like a tight sleeve around a wire, providing much stronger and more precise on/off control. For investors, this matters because the design enables smaller, faster and more energy-efficient chips, which can improve product performance, reduce power costs, and influence manufacturing complexity, capital spending and competitive position in the semiconductor supply chain.

dram technical

"purchased for Gate-All-Around (GAA) and advanced DRAM device production"

A dram is a small, traditional unit used to measure either mass or liquid volume in manufacturing and pharmaceuticals — roughly 1.77 grams for a weight dram or about 3.7 milliliters for a fluid dram, similar to a small teaspoon or a couple of drops. Investors care because dram-based measurements affect drug dosing, packaging sizes, labeling compliance and raw-material usage, which in turn influence production costs, inventory counts and regulatory risk.

secondary ion mass spectrometry technical

"Nova Metrion® is the first fully automated Secondary Ion Mass Spectrometry system validated"

Secondary ion mass spectrometry (SIMS) is an analytical technique that identifies the chemical elements and isotopes on and just below a material’s surface by firing a focused ion beam to knock out tiny charged particles (secondary ions) and measuring their mass. Investors should care because SIMS helps companies develop and assure high-performance materials—for example in semiconductors, batteries, and pharmaceuticals—by revealing composition and layering with very fine depth detail, much like peeling and sniffing each microscopic layer to check quality.

statistical process control technical

"Time-sensitive information is critical for Statistical Process Control."

A method that uses simple charts and rules to watch a production or service process over time, spotting when normal ups-and-downs become unusual so problems can be fixed before they become serious. For investors, it signals how well a company controls quality, reduces waste and unexpected costs, and keeps output predictable—like a thermostat that helps maintain steady performance and protect margins and reputation.

AI-generated analysis. Not financial advice.

REHOVOT, Israel, Jan. 29, 2026 /PRNewswire/ -- Nova (Nasdaq: NVMI) a leading innovator in metrology and process control solutions for advanced semiconductor manufacturing, today announced the adoption of its Nova Metrion^® platform by global leaders in Memory and Logic device production. The platform was purchased for Gate-All-Around (GAA) and advanced DRAM device production, enabling customers to accelerate performance and yield.

 

This achievement marks a significant milestone in Nova Metrion^®'s market penetration. By securing adoption for both GAA and advanced DRAM processes, Nova expands its materials metrology footprint in two of the most critical technology inflections driving semiconductor growth today.

"The adoption of Nova Metrion^® by leading global manufacturers underscores Nova's commitment to enabling the industry's most advanced technology transitions," said Gaby Waisman, President and CEO of Nova. "Our solutions continue to play a pivotal role in supporting innovation across both Logic and Memory segments. This milestone reflects the strength of Nova's portfolio and its alignment to our customers' needs, and we remain focused on delivering sustainable growth through technology leadership."

Nova Metrion^® is the first fully automated Secondary Ion Mass Spectrometry system validated for inline production process control. Enabling full-wafer mapping, the platform shortens time to feedback and delivers rapid ROI by identifying process excursions in near-real time to prevent scrap and expensive rework. Time-sensitive information is critical for Statistical Process Control. Nova Metrion^® uniquely addresses this need by carrying out repetitive measurements, typically done in the lab, within the fab itself. The system is engineered to deliver high-precision metrology results for process control of complex films stacks for both logic and memory devices. Measuring the precise concentration of chemical species as a function of depth, Nova Metrion^® generates compositional profiles that can be used to monitor and control various important properties, including dopant concentration, implant uniformity, and contamination levels.

About Nova

Nova is a leading innovator and key provider of material, optical and chemical solutions for advanced metrology and process control in semiconductor manufacturing. Nova delivers continuous innovation by providing state-of-the-art, high-performance metrology solutions for effective process control throughout the semiconductor fabrication lifecycle. Nova's product portfolio, which combines high-precision hardware and cutting-edge software, provides its customers with deep insight into developing and producing the most advanced semiconductor devices. Nova's unique capability to deliver innovative solutions enables its customers to improve performance, enhance product yields, and accelerate time to market. Nova acts as a partner to semiconductor manufacturers from its offices worldwide. Additional information may be found on Nova's website link - https://www.novami.com/

Nova is traded on the Nasdaq and TASE, Nasdaq ticker symbol NVMI.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of safe harbor provisions of the Private Securities Litigation Reform Act of 1995 relating to future events or our future performance, such as statements regarding, but not limited to, anticipated growth opportunities and projections about our business and its future revenues, expenses and profitability. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to differ materially from any future results, levels of activity, performance or achievements expressed or implied in those forward-looking statements. Factors that may affect our results, performance, circumstances or achievements include, but are not limited to, the following:  risks related to information technology security threats, sophisticated computer crime, and data privacy; foreign political and economic risks including supply-chain difficulties; regulations that could restrict our operations such as economic sanctions and export restrictions; changes in U.S. trade policies and taxation; indirect effects of the Russia – Ukraine conflict; market instability including inflation and recessionary pressures; risks related to doing business with China; catastrophic events; inability to protect our intellectual property; open source technology exposure, including risks related to artificial intelligence; risks related to the use of artificial intelligence technologies; challenges related to our new ERP system; failure to compete effectively or to respond to rapid technological changes; consolidation in our industry; difficulty in predicting the length and strength of any downturn or expansion period of the market we target; factors that adversely affect the pricing and demand for our product lines; dependency on a small number of large customers; dependency on a single manufacturing facility per product line; dependency on a limited number of suppliers; difficulty in integrating current or future acquisitions; lengthy sales cycle and customer delays in orders; risks related to conditions in Israel, including Israel's conflicts with Hamas and other parties in the region; risks related to our convertible notes; currency fluctuations; and quarterly fluctuations in our operating results. We cannot guarantee future results, levels of activity, performance or achievements. The matters discussed in this press release also involve risks and uncertainties summarized under the heading "Risk Factors" in Nova's Annual Report on Form 20-F for the year ended December 31, 2024, filed with the Securities and Exchange Commission on February 20, 2025. These factors are updated from time to time through the filing of reports and registration statements with the Securities and Exchange Commission. Nova Ltd. does not assume any obligation to update the forward-looking information contained in this press release.

Company Contact:
Guy Kizner, Chief Financial Officer
Tel: +972-73-229-5760
E-mail - investors@novami.com
Nova website link - https://www.novami.com/ 

Investor Relations Contact:
Miri Segal MS-IR LLC
E-mail - msegal@ms-ir.com

Logo:https://mma.prnewswire.com/media/1446151/Nova_Logo.jpg

View original content:https://www.prnewswire.com/news-releases/nova-announces-adoption-of-metrion-by-two-leading-global-manufacturers-302673907.html

SOURCE Nova

FAQ

Who adopted Nova Metrion® and what processes will it support for NVMI?

Two leading global manufacturers adopted Nova Metrion® for GAA logic and advanced DRAM production. According to the company, the platform will be used for inline process control to accelerate performance and yield in both logic and memory fabs.

How does Nova Metrion® improve production for NVMI customers?

Nova Metrion® provides fully automated, inline SIMS with full-wafer mapping and near-real-time feedback. According to the company, this shortens time to feedback for Statistical Process Control and helps prevent scrap and rework by identifying process excursions quickly.

Is Nova Metrion® validated for inline production process control for NVMI?

Yes, Nova Metrion® is described as the first fully automated SIMS system validated for inline production process control. According to the company, it enables repetitive, lab-quality measurements to be performed within the fab environment.

What measurements does Nova Metrion® provide for NVMI customers?

The system measures chemical species concentration as a function of depth to produce compositional profiles. According to the company, these profiles monitor dopant concentration, implant uniformity, and contamination levels for process control.

What operational benefits does NVMI claim from deploying Metrion® in fabs?

Nova says Metrion® delivers rapid ROI by reducing scrap and expensive rework through faster detection of process issues. According to the company, inline measurements improve statistical control and shorten corrective action cycles in production.

What segments of the semiconductor industry does Nova target with Metrion® (NVMI)?

Nova targets both Logic and Memory segments, specifically GAA and advanced DRAM processes. According to the company, the platform expands materials metrology footprint across critical technology inflections driving semiconductor growth.