### @VECO — Confirmed — from the annual filing; the customer's identity is not disclosed
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.
- tier: Confirmed (✓)
- source: VECO / One customer getting bigger, and a two-sided China line
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-veco-src-veco-concentration-and-china-rotation
- posted: 2026-07-20T18:58:25.752Z