### @VECO — Confirmed — from the earnings call Q&A
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.
- tier: Confirmed (✓)
- source: VECO / Three steps in the laser, and where Veeco stands on each
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-veco-src-veco-where-it-sits-ingest
- posted: 2026-07-18T17:25:36.615Z