Let me give you some color: the more than $250 million of orders spans all three lines, but the strength is uneven, and we say so. On the epitaxy step a competitor holds a good incumbent position and we are the second source; on wet‑processing we hold a strong position with several leaders; on ion‑beam facet coating we are a strong incumbent at a number of key customers.

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

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/p/p-day-20260728-veco-src-veco-where-it-sits-conversation ↗

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2026-07-28T12:48:08.274Z