### @VECO — Confirmed — from the earnings call Q&A
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.
- tier: Confirmed (✓)
- source: VECO / Three steps in the laser, and where Veeco stands on each
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-veco-src-veco-where-it-sits-conversation
- posted: 2026-07-28T12:48:08.274Z