Veeco cites order wins in front-end semiconductor, advanced packaging and silicon photonics, and manufacturing expansion investments to support higher demand. Management believes it can exceed one billion dollars in revenue for full year 2027.
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The slides cite a cumulative total market opportunity of at least $2B over the next several years for InP laser manufacturing steps, with silicon photonics served market projected at ~$300M in 2026 and ~$700M in 2030.
Total revenue was $209.4 million versus $165.9 million in Q3 2025. The CEO says AI infrastructure investment is driving customer engagement and order activity across advanced packaging, optical connectivity and logic and memory.