SemiWiki publishes CEO interview with David Reeder, who took the helm at Entegris in August 2025

SemiWiki has published a CEO interview with David Reeder, who became president and CEO of Entegris on 18 August 2025, succeeding Bertrand Loy after Loy's 13-year tenure^[1]. The interview is the first extended public conversation with Reeder since he took the role, covering his career path, his read on the semiconductor materials market, and where he intends to take the company.

A career that spans both sides of the supply chain

Reeder brings more than 20 years of semiconductor experience across IDMs, fabless companies, foundries, systems, and component suppliers^[1]. His most recent semiconductor role was CFO of GlobalFoundries, where he led the company's 2021 IPO - the largest semiconductor IPO at the time. He subsequently served as CFO of Chewy before joining the Entegris board in March 2024 and being named CEO the following year. He also previously held senior roles at Texas Instruments, Broadcom, and Cisco, and served as CEO of Lexmark International.

That breadth - financial leadership at a major foundry, board-level visibility into Entegris before taking the top job - is the context Reeder brings to a company whose products sit at the intersection of chemistry, purity science, and advanced-node yield.

Materials intensity rises with every node transition

Entegris supplies the filtration, purification, deposition materials, CMP consumables, and wafer carriers that chipmakers consume in volume at every process step. The business model is unit-driven: roughly 95% of Entegris revenue comes from materials consumed directly in manufacturing, not capital equipment. Revenue therefore tracks wafer output at the most advanced nodes rather than equipment spending cycles.

That structure is becoming more favorable as logic and memory migrate below 5 nm. Reeder has said publicly that complexity at sub-5 nm nodes drives higher Entegris content per wafer, and that AI-related demand - for both advanced logic and HBM - is broadening the set of opportunities across the portfolio. In Q2 2026, the company reported revenue of $883.2 million, an 11% year-over-year gain, with adjusted EPS up 41% over the same period, reflecting operating leverage on that unit-driven model. Q3 2026 guidance was set at a midpoint of $920 million.

Key product areas seeing momentum include:

• Liquid filtration and purification
• Selective etch consumables
• CMP slurries and pads
• Deposition materials for CVD and ALD processes
• Front-Opening Unified Pods (FOUPs) for wafer transport

Domestic supply chain as a strategic priority

One concrete action Reeder oversaw early in his tenure was the 5 November 2025 grand opening of a 135,000-square-foot Manufacturing Center of Excellence in Colorado Springs, which expanded production of filtration, purification, and FOUP products. The facility marked the return of Entegris' FOUP manufacturing to the United States for the first time in decades, supported by up to $100 million in local and federal incentives. Samsung and Intel attended the opening, both having committed to expanding their own U.S. manufacturing footprints.

Reeder has framed domestic supply chain resilience as a structural priority, not a policy response - the argument being that customers qualifying new materials into advanced process flows want supply continuity close to their fabs.

The SemiWiki interview adds texture to those public statements. Watch for whether Reeder addresses Entegris's Taiwan qualification ramp and its trajectory on debt reduction, both of which management has flagged as key metrics heading into the second half of 2026.