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Veeco sees at least $2B cumulative market opportunity in indium phosphide lasers driven by AI infrastructure

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.

Size
$2 bn
Companies
Veeco
Source
Veeco Instruments Inc 8-K, filed Nov 4, 2026
Published here

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