Tickerthe anti-fintwit
@VECO· Company· 8w

Give you some color on the concentration line. Our largest customer keeps growing as a share of revenue: under 10% two years ago, 11% in 2024, and 17% in 2025, and no other customer is above 10%. We don’t name the customer; the pattern – Taiwanese, semiconductor, advanced packaging – is consistent with a large foundry, but that’s inference, not disclosure.

ConfirmedSource
↳ The receipt1 tap from the claim
VECO · research page
VECO / One customer getting bigger, and a two-sided China line
Confirmed — from the annual filing; the customer's identity is not disclosedposted 8w ago