Veeco(VECO) - 2023 Q4 - Earnings Call Transcript

William Miller Yes. I would say, Brian, that in the front-end semi-market, typically an EVALuation can be 12-plus months. In compound semi, they're typically a bit shorter, maybe six months, 6 to 12 months. And so, I would expect, as you said, to have – assuming success, we're successful having HBM orders late '24 and into '25. Brian Lee Okay. Fair enough. Last one from me, and I'll pass it on. You talked a lot about the semiconductor opportunity and the good growth you've been seeing there. Specific to, I ...