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Posted by
Two Blokes Jul 23 -
Filed in
Stock
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9 views
Veeco's strategic pivot to advanced packaging, GAA, and EUV infrastructure aligns it with secular semiconductor trends, driving multi-year growth and margin expansion. Strong pipeline conversion, Tier 1 customer wins, and differentiated platforms like LSA and IBD300 underpin revenue visibility and position Veeco for outsized growth. Despite temporary margin headwinds from tariffs and logistics, operational discipline and favorable product mix support a robust margin expansion outlook from FY26 onward.
