Veeco announces InP tool orders worth over $250m
Veeco Instruments has announced that it has received orders totalling more than $250 m from multiple customers for its Spector Ion Beam Deposition (IBD), Lumina MOCVD and its WaferEtch wet processing systems.
These orders, driven by momentum in silicon photonics, support the manufacturing of InP lasers, with deliveries beginning in 2026 and significantly accelerating in 2027.
According to Veeco, a substantial portion of the orders are for Spector IBD from manufacturers of 800G and 1.6T optical transceivers for hyperscale data centres. Spector IBDis used to deposit high-performance, low-absorption laser facet coatings that are required for high-power laser operation.
Recent industry commentary has highlighted InP laser manufacturing as a key bottleneck for AI infrastructure scaling, driven by limited qualified capacity and complex process integration.
“Veeco’s differentiated portfolio of Ion Beam, MOCVD and wet processing technologies enables our customers to scale up advanced InP laser production with high performance, yield, and reliability,” said Adrian Devasahayam, SVP of Veeco Instruments. “These orders reflect the strength of our long-standing customer partnerships, many spanning more than two decades, and our ability to support the evolving requirements of silicon photonics and the optical interconnect market.”
