Veeco wins over $250 million in equipment orders for the production of indium phosphide lasers
Veeco Instruments Inc. recently announced that the company has received orders from multiple customers totaling over $250 million. The order covers Spector ion beam deposition (IBD) system, Lumina metal organic chemical vapor deposition (MOCVD) system, and WaferEtch wet processing system. This order benefits from the rapid development of silicon photonics and will be used to support the production of indium phosphide (InP) lasers. Delivery is expected to begin in 2026 and significantly accelerate in 2027.
A substantial portion of the orders are for the Spector IBD from leading manufacturers of 800G and 1.6T optical transceivers for hyperscale data centers. The system is used to deposit high-performance, low-absorption laser facet coatings that are required for high-power laser operation. This strong order activity underscores the long-term value of Veeco’s Ion Beam Deposition technology and the company’s expanding role in this rapidly growing market.
As AI infrastructure scales, power and thermal constraints are becoming critical, accelerating the shift from copper to optical interconnects at higher data rates. According to LightCounting, sales of optical interconnects are expected to grow significantly as demand for 800G and 1.6T transceivers accelerates. Recent industry commentary has highlighted InP laser manufacturing as a key bottleneck, driven by limited qualified capacity and complex process integration. Veeco’s broad portfolio of compound semiconductor process technologies positions the company to support customers as they expand high-volume manufacturing.
“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, Senior Vice President 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.”
Veeco’s Spector IBD system delivers ultra-dense, low-loss optical films with precise control over thickness and reflectivity required by advanced InP lasers. Veeco’s Lumina MOCVD platform, underpinned by its TurboDisc reactor technology, supports high-volume InP epitaxy with excellent uniformity, low defectivity and superior productivity. Veeco’s WaferEtch platform was selected for its best-in-class process, device-to-device repeatability, system flexibility and exceptional productivity.
Source: semiconductor-digest
