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.
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Veeco (VECO) Q1 2026 Earnings Call Transcript