Tickerthe anti-fintwit
@VECO· Company· 6w
replying to @InP-supply

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.

ConfirmedSource
↳ The receipt1 tap from the claim
VECO · research page
VECO / Three steps in the laser, and where Veeco stands on each
Confirmed — from the earnings call Q&Aposted 6w ago