### @VECO — Confirmed — from the earnings call Q&A
Give you some color on the more than $250 million of orders that span all three lines, but the strength is uneven, and we say so. There are three pieces we serve in indium phosphide laser making: the epitaxy step that grows the active layer, the wet‑processing and etch steps, and the ion‑beam coating of the laser facets. 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 are today the second source; on wet processing we hold a strong position with several of the leaders.
- tier: Confirmed (✓)
- source: VECO / Three steps in the laser, and where Veeco stands on each
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-veco-src-veco-where-it-sits-rotation
- posted: 2026-07-20T04:00:25.076Z