Actualités

AI demand for advanced packaging and laser annealing drove $193.5M revenue.

In August 2026, Veeco Instruments Inc. reported second-quarter sales of US$193.48 million, raised its full-year 2026 revenue outlook to US$780 million–US$810 million, and highlighted a new LUMINA+ MOCVD win with a global optical-photonics leader to support indium phosphide laser production for datacom applications. The combination of stronger-than-guided results, US$200 million of advanced packaging orders linked to AI infrastructure, and broader LUMINA+ adoption across arsenide/phosphide...

Veeco's $200 million advanced packaging orders and capacity build set the stage for a 2027 ramp in AI-linked markets despite near-term margin pressure.

Veeco Instruments (NASDAQ:VECO) reported second-quarter results above its guidance range, citing accelerating demand across semiconductor, advanced-packaging and silicon-photonics markets tied to AI infrastructure and high-performance computing. Revenue for the quarter was $193 million, while non-G

Veeco Instruments is set to report Q2 results on Aug. 5, with AI-led chip demand, advanced packaging growth and margin gains offsetting weaker spending in China.

Spurred by management's rare, forward-looking confidence, the market has already delivered a massive run.

At $278.39, KLA (KLAC) is being priced to deliver 21.9% revenue growth annually for the next 6 years simply to defend today's 78.0x multiple. That is a meaningful acceleration from the 13.4% the business is currently growing at. The multiple is asking for more than just continuity.

Kulicke and Soffa , Ultra Clean and Veeco have been highlighted in this Industry Outlook article.

This semiconductor equipment maker, known for advanced deposition and etch systems, just reported a notable insider sale in SEC filings.

Recent performance and business snapshot Veeco Instruments (VECO) has drawn investor attention after a strong share price move over the past year, with the stock most recently closing at $77.48 and showing solid gains over the past month and past 3 months. The company develops and sells semiconductor and thin film process equipment used in logic, memory, photonics, power electronics, RF filters, magnetic heads, and other devices, serving customers across the United States, China, the rest of...

Management is signaling a multi-year surge in demand, but with the stock at all-time highs, the real question is what happens next.

Veeco Instruments is back in focus after analysts updated their fair value estimate from about $33.33 to roughly $60.33, a sizable reset in where models place the stock. Several firms have lifted their price targets from around $30 into a $40 to $55 range, reflecting revised earnings work and a fresh look at risk and reward, even as some keep more neutral ratings. As you read on, you will see how these changing targets shape the evolving narrative and what to watch as new data comes in. Stay...

KLIC rides advanced packaging, AI infrastructure and auto chip demand as semiconductor spending rebounds after a 198.7% gain in the past year.

Amtech Systems, Inc. (NASDAQ:ASYS) is one of the best semiconductor equipment stocks to buy. On May 8, the company appointed Guy Shechter as president and chief operating officer, effective May 19. Amtech said Shechter has held commercial and general management roles at semiconductor equipment and advanced packaging equipment companies, including Yield Engineering Systems and Veeco […]

Earlier this week, Veeco Instruments Inc. announced it had secured more than US$250 million in multi-customer orders for its Spector Ion Beam Deposition, Lumina Metal Organic Chemical Vapor Deposition and WaferEtch Wet Processing systems, supporting Indium Phosphide laser manufacturing for silicon photonics with deliveries starting in 2026 and accelerating in 2027. The scale and timing of these orders highlight Veeco’s growing role in easing Indium Phosphide laser capacity bottlenecks for...

Veeco Instruments Inc. (NASDAQ:VECO) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Veeco Instruments soared to a new 25-year high on Wednesday, following news that it bagged $250 million worth of equipment orders from multiple customers riding the AI wave. At intra-day trade, the stock soared to a record high of […]

Moby summary of Veeco Instruments Inc.'s Q1 2026 earnings call

Veeco Instruments (VECO) reported Q1 non-GAAP earnings late Tuesday of $0.14 per diluted share, down

Veeco Instruments (NASDAQ:VECO) reported first-quarter fiscal 2026 results within its guidance ranges and highlighted what executives described as rising multi-year demand tied to artificial intelligence infrastructure, particularly in silicon photonics and advanced packaging. Revenue for the quart

Bill Miller: Veeco Instruments Inc. executed well in the first quarter and we believe we are strategically positioned to benefit from the evolving semiconductor landscape driven by artificial intelligence and high-performance computing. Veeco Instruments Inc. is well positioned across our portfolio, with highly differentiated process equipment aligned with high-growth opportunities. Third, as it pertains to the compound semiconductor market, a stronger-than-expected opportunity has emerged for Veeco Instruments Inc. to capture multiyear revenue in the production of indium phosphide lasers.