Veeco Instruments

Veeco reported revenue of $193 million for Q2 2026 versus a forecast of $180.08 million, and diluted non-GAAP EPS of $0.33. The company raised its 2026 revenue guidance to $780–810 million and reported Advanced Packaging orders of $200 million, mostly to be delivered in 2027. Veeco announced higher investments to expand capacity for 2027; the stock rose about 5.7% after hours. » Altro su de.investing.com

Veeco has received an order from a globally active supplier of optical and photonic technologies for its LUMINA+ MOCVD system, which will be used to produce indium phosphide lasers for datacom optics transceivers. The automated system processes arsenide and phosphide materials, supports various wafer sizes and, according to the company, offers the largest batch capacity in the MOCVD market for these materials. Customer and financial terms were not disclosed; market researchers forecast strong market growth for optical transceivers to around 39 billion US dollars by 2026. » Altro su de.investing.com

Large orders worth $250 million for laser systems and a follow-on order for the NSA500 system are driving Veeco Instruments’ trading volume and share price to a multi-year high. The planned merger with Axcelis creates an equipment giant with an addressable market potential of around $5 billion. Technological market leadership in silicon photonics and advanced packaging underpins the long-term growth outlook. » Altro su finanzen.net