Welcome to our dedicated page for Veeco Instrs Del news (Ticker: VECO), a resource for investors and traders seeking the latest updates and insights on Veeco Instrs Del stock.
Veeco Instruments Inc. (NASDAQ: VECO) is a manufacturer of semiconductor process equipment whose technologies are frequently highlighted in industry and financial news. Company updates describe how its laser annealing, ion beam, MOCVD, single wafer etch & clean, lithography and CVD systems support the fabrication and packaging of advanced semiconductor devices across memory, power, optical and packaging applications.
News about Veeco often covers its participation in investor conferences, quarterly financial results and guidance, and major corporate developments. For example, Veeco issues press releases and Form 8-K filings when it reports quarterly earnings, posts investor presentations, or comments on regulatory changes that may affect its business, such as U.S. export control rules related to certain China-based customers.
Product- and customer-focused announcements are another key theme in VECO news. Recent releases describe evaluation shipments of laser spike annealing systems to leading semiconductor memory companies, orders for Propel®300 MOCVD systems for GaN-on-Si power devices, and multiple orders for wet processing and lithography platforms to support advanced packaging and silicon photonics at specialist foundries. Veeco also reports on orders for Lumina™ and Lumina+ MOCVD systems used in InP and As/P epitaxy for optical communications and compound semiconductor products.
Strategic and corporate actions feature prominently as well. Veeco and Axcelis Technologies announced a definitive all-stock merger agreement under which a wholly owned Axcelis subsidiary will merge with and into Veeco, with Veeco becoming a wholly owned subsidiary of Axcelis, subject to regulatory and shareholder approvals. Investors following VECO news can track these transaction updates alongside ongoing operational and product announcements.
This news page aggregates such releases and related coverage so readers can monitor Veeco’s financial disclosures, technology milestones, customer wins and merger-related developments in one place.
Veeco (NASDAQ: VECO) announced orders for multiple Lumina MOCVD and Spector IBD systems to manufacture indium phosphide (InP) lasers for optical transceivers.
The order names Lumina as the customer's production tool of record for InP epitaxy and expands Spector deployments for laser facet coatings. Veeco highlights Lumina's wafer-size scalability to 8-inch and TurboDisc technology, and cites a $23 billion optical transceiver market in 2025, up 50% from 2024.
Veeco (NASDAQ: VECO) announced management will participate in two investor events in early March 2026: the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026 in San Francisco and the Stifel 2026 NYC Technology 1x1 Conference on March 10, 2026 in New York.
Investors can expect management presentations and one-on-one meetings at each conference.
Veeco (NASDAQ: VECO) reported Q4 2025 revenue of $165.0M and GAAP net income of $1.1M ($0.02 diluted); Non-GAAP net income was $14.7M ($0.24 diluted). Full-year 2025 revenue totaled $664.3M with GAAP net income of $35.4M ($0.59).
The company provided 1Q26 revenue guidance of $150M–$170M and FY26 guidance of $740M–$800M, with GAAP EPS guidance of $0.83–$1.17 and Non-GAAP EPS guidance of $1.50–$1.85, and reiterated a planned merger with Axcelis.
Veeco (NASDAQ: VECO) will report fourth quarter and full year 2025 financial results after market close on Wednesday, February 25, 2026.
A conference call will begin at 5:00 PM ET; dial-in numbers and a live webcast at ir.veeco.com are available. A webcast replay posts at 8:00 PM ET the same evening.
Veeco (Nasdaq: VECO) announced that its stockholders voted to approve all proposals related to the pending merger with Axcelis (Nasdaq: ACLS) at a Special Meeting on Feb. 6, 2026.
The companies said the Merger remains subject to customary closing conditions and final regulatory approval from the State Administration for Market Regulation in China, and they continue to expect closing in the second half of 2026. Final voting results will be reported in a Form 8-K.
Veeco (NASDAQ: VECO) said management will participate at the 28th Annual Needham Growth Conference on Tuesday, January 13, 2026 at The Lotte NY Palace Hotel in New York. Management will be available for in-person investor meetings during the conference.
Comtech (NASDAQ: CMTL) appointed Mary Jane Raymond to its Board of Directors, effective December 11, 2025, bringing the Board to eight members.
Ms. Raymond has over three decades of public company finance and governance experience, including service as Chief Financial Officer of Coherent from 2014–2024 when Coherent reported revenue exceeding $5.8 billion. She held senior finance, risk management and M&A roles at Hudson Global, Dun & Bradstreet, Lucent Technologies and Cummins, and since 2019 has been an independent director and Audit Committee member at Veeco Instruments (NASDAQ: VECO).
Company leadership cited her governance, finance, internal control, M&A and operational capabilities as reasons for the appointment; Ms. Raymond said she looks forward to contributing to Comtech’s ongoing progress.
Veeco (NASDAQ: VECO) announced an evaluation shipment of its laser spike annealing (LSA) system to a leading semiconductor memory company for advanced DRAM R&D. The shipment expands Veeco's presence in the DRAM market and is positioned as a step toward high-volume manufacturing (HVM) adoption for next-generation DRAM and high bandwidth memory (HBM).
The evaluation is expected to last about one year, with follow-on orders anticipated in 2027 and beyond. Veeco says the LSA platform delivers high-temperature, millisecond annealing with reduced thermal budgets and claims market-leading performance and cost of ownership. Yole projects HBM market CAGR at ~30% through 2030, reaching about $100B annualized.
Veeco (NASDAQ: VECO) reported Q3 2025 revenue of $165.9 million, down from $184.8 million a year earlier. GAAP net income was $10.6 million, or $0.17 diluted EPS, versus $22.0 million, or $0.36 diluted EPS, in Q3 2024. Non-GAAP net income was $21.8 million, or $0.36 diluted EPS, versus $28.3 million, or $0.46 diluted EPS, a year ago.
Management highlighted order wins for 300mm GaN single‑wafer and AsP batch MOCVD systems and reiterated the pending merger with Axcelis. Q4 2025 guidance: revenue $155M–$175M, GAAP diluted EPS (loss) $(0.07)–$0.05, and Non‑GAAP diluted EPS $0.16–$0.32. A conference call was scheduled for Nov 5, 2025 at 5:00pm ET.
Veeco (NASDAQ: VECO) received an order for a Propel®300 MOCVD system from a leading power semiconductor IDM for GaN epitaxy on 300mm Si wafers. The order reinforces Veeco’s position in 300mm MOCVD technology and follows prior Propel®300 shipments across compound semiconductor markets.
Veeco highlights a 2.3x chip-per-wafer advantage moving from 200mm to 300mm, compatibility with existing 300mm production lines, and features including TurboDisc MOCVD technology, automated wafer handling, best-in-class thickness and doping uniformity, low defectivity, and long campaigns without in-situ cleaning. Yole Group projects the GaN device market to grow at a 35% CAGR from $555M (2025) to $2.5B (2030), driven by automotive, industrial, and data center power-efficiency demand.