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Veeco Instruments Inc. reports developments in semiconductor process equipment used in advanced device fabrication and packaging. The company designs, develops and manufactures laser annealing, ion beam, metal organic chemical vapor deposition (MOCVD), single-wafer etch and clean, lithography and related thin-film processing systems.
Recurring news includes customer equipment orders for Spector Ion Beam Deposition, Lumina MOCVD and WaferEtch Wet Processing systems, including applications in indium phosphide lasers, silicon photonics and optical transceivers for data-center communications. Updates also cover quarterly and annual financial results, management conference participation and other material corporate disclosures tied to orders, manufacturing demand and operating performance.
Veeco (NASDAQ: VECO) announced that a global leader in optical and photonic technologies has ordered its LUMINA®+ MOCVD system to manufacture indium phosphide (InP) lasers for datacom optical transceivers. This extends LUMINA+ adoption across major arsenide and phosphide epitaxial applications, including the rapidly growing InP laser market.
Veeco highlights that LUMINA+ offers the largest As/P batch size in the MOCVD market, best-in-class throughput and low cost per wafer, enabled by TurboDisc technology. According to LightCounting, the optical transceiver market is projected to reach $39 billion in 2026, up 53% from 2025, supporting demand for expanded InP laser capacity.
Veeco (Nasdaq: VECO) reported second quarter 2026 revenue of $193.5 million, up from $166.1 million in Q2 2025. GAAP net income was $11.9 million, or $0.18 per diluted share, versus $11.7 million, or $0.20, a year earlier. Non-GAAP net income was $21.8 million, or $0.33 per diluted share, compared with $21.5 million, or $0.36, in Q2 2025. Non-GAAP operating income was $23.1 million, essentially flat year over year.
According to Veeco, AI-driven demand supported robust orders and visibility into 2027. For Q3 2026, Veeco expects revenue of $200–$220 million, GAAP diluted EPS of $0.20–$0.34, and non-GAAP diluted EPS of $0.35–$0.49. Revised full-year 2026 guidance calls for revenue of $780–$810 million, GAAP diluted EPS of $0.78–$1.02, and non-GAAP diluted EPS of $1.36–$1.61. Cash and cash equivalents rose to $214.5 million and total assets to $1.41 billion at June 30, 2026.
Veeco (NASDAQ: VECO) will release its second quarter 2026 financial results after market close on Wednesday, August 5, 2026, followed by a conference call at 5:00 PM ET. Investors can join via phone at 1-877-407-8029 / 1-201-689-8029 or through a live webcast on Veeco's investor relations website, where a replay will be available from 8:00 PM ET the same day.
Veeco (NASDAQ: VECO) announced that Ennostar has completed commercial acceptance and qualification of Veeco’s new LUMINA+ MOCVD system for high-volume arsenide and phosphide (As/P) production. The tool features the industry’s largest-capacity As/P reactor and high throughput, targeting advanced optoelectronic applications such as microLED displays.
Veeco (NASDAQ: VECO) received a follow-on order for its NSA500 nanosecond annealing system from a leading logic customer after successful evaluation and tool acceptance. Veeco also shipped an NSA500 to a third advanced logic customer for evaluation.
The follow-on system is expected to ship in 2H 2026, and the third customer’s evaluation is expected to complete in 2027 with potential initial high-volume manufacturing orders, underscoring growing NSA500 adoption in advanced semiconductor manufacturing.
Veeco (NASDAQ: VECO) announced management participation in several investor conferences in May and June 2026. Events include TD Cowen, Stifel, Mizuho, and Northland Growth conferences, held in New York, Boston, and virtually, offering investors opportunities to hear Veeco's latest updates.
Veeco (NASDAQ: VECO) received orders totaling more than $250 million for Spector IBD, Lumina MOCVD and WaferEtch systems to support manufacturing of Indium Phosphide (InP) lasers. Deliveries begin in 2026 and significantly accelerate in 2027.
A substantial portion of the orders is for Spector IBD units used by manufacturers of 800G and 1.6T optical transceivers for hyperscale data centers. The orders reflect demand tied to silicon photonics, InP laser production constraints, and growth in optical interconnects as AI infrastructure scales.
Veeco (NASDAQ: VECO) reported Q1 2026 results: revenue $158.3M vs $167.3M prior year, GAAP net loss $(0.3)M or $(0.01) per diluted share, and Non-GAAP net income $8.9M or $0.14 per diluted share. Gross profit was $55.8M; operating loss was $(2.7)M.
Management cited strong order activity in silicon photonics and provided Q2 2026 guidance: revenue $170M–$190M, GAAP EPS $0.02–$0.15, Non-GAAP EPS $0.20–$0.32. Fiscal 2026 guidance remains revenue $740M–$800M.
Veeco (NASDAQ: VECO) will release Q1 2026 financial results after market close on Tuesday, May 5, 2026.
The company will host a conference call at 5:00 PM ET the same day; dial-in numbers are 1-877-407-8029 (toll-free) and 1-201-689-8029. A live webcast and replay will be available via Veeco's investor relations website, with the webcast replay posted at 8:00 PM ET on May 5.
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.