The more than $250 million of orders spans all three lines — epitaxy growing the active layer, wet-processing and etch, and ion-beam facet coating — but the strength is uneven, and we say so. Asked whether we're primary or second source, we split it by step: on facet coating we're a strong incumbent at a number of key customers; on epitaxy a competitor holds a good incumbent position and we're the second source, having built up products over recent years; on wet processing we hold a strong position with several leaders.

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VECO / Three steps in the laser, and where Veeco stands on each

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2026-07-18T17:25:36.615Z