NasdaqGS:VECOSemiconductor
Does Veeco (VECO) Becoming InP Laser “Tool of Record” Recast Its AI Datacom Narrative?
In early March 2026, Veeco Instruments Inc. reported that a global leader in optical communications and laser manufacturing placed orders for multiple Lumina Metal Organic Chemical Vapor Deposition systems and Spector Ion Beam Sputtering Optical Coating systems to produce indium phosphide lasers for datacom applications.
This order effectively designates Lumina as the customer’s production tool of record for InP epitaxy, underlining Veeco’s role in enabling optical transceivers that connect...