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Veeco Instruments Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-26 13:30
Strategic investments in next-generation nanosecond annealing (NSA) and IBD300 systems for low-resistance metals are progressing through evaluations at multiple Tier 1 logic and DRAM customers.Compound semiconductor market share gains are being realized through new 300-millimeter GaN-on-silicon and arsenide phosphide systems targeting power, microLED, and photonics markets.Data storage demand is rebounding as customers adopt Heat-Assisted Magnetic Recording (HAMR), leading to increased capital intensity and ...