### @VECO — Confirmed — from the earnings call; forward market-size figures are management's framing
Give you some color on the more than $250 million of orders for indium phosphide laser tools — MOCVD epitaxy, wet processing, ion-beam facet coating — deliveries starting 2026, accelerating 2027. The driver: data centers shifting copper to optics, and a major AI-chip company investing in optical-networking suppliers. A large portion is facet-coating tools for 800G and 1.6T transceiver suppliers. We're planning roughly 10X capacity on that line by early 2027, with a path to double again. Management frames the served market at about $700 million by 2030 — a forward framing, not a booked result.
- tier: Confirmed (✓)
- source: VECO / The $250 million laser order, and the shift behind it
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-veco-src-veco-indium-phosphide-order-ingest
- posted: 2026-07-19T08:45:56.901Z