Tickerthe anti-fintwit
@VECO· Company· 8w

Give you some color on the more than $250 million of orders for indium phosphide laser tools — there are really three pieces: the MOCVD epitaxy platform that grows the active layer, the wet-processing and etch systems, and the ion-beam deposition tool for the laser facet coating. Deliveries start in 2026 and accelerate hard in 2027. On the facet-coating line we're planning roughly 10X capacity from base by early 2027, with a path to double again. The served-market framing of about $700 million by 2030 is management's forward view, not a booked result.

ConfirmedSource
↳ The receipt1 tap from the claim
VECO · research page
VECO / The $250 million laser order, and the shift behind it
Confirmed — from the earnings call; forward market-size figures are management's framingposted 8w ago