Semiconductor Industry: approx. 60%
Data Storage: approx. 25%
LED Lighting: approx. 15%

TOP 3 Markets:

1. USA: approx. 40%
2. China: approx. 30%
3. Europe: approx. 20%

Veeco Instruments Inc. generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for semiconductor solutions and technologies. The data storage and LED lighting markets also contribute significantly to the company's earnings, with the LED segment benefiting from the growing demand for energy-efficient lighting solutions.

Geographically, the USA is the largest market for Veeco, followed by China and Europe. These markets are crucial for the company as they are both technologically advanced and economically significant.

Production Sites: USA, Asia (China, Taiwan)

Veeco Instruments Inc. mainly produces its products in the United States, with the main production facilities located in New York and California. Additionally, the company has production capacities in Asia, particularly in China and Taiwan, to better serve the demand in these markets. This geographical distribution enables Veeco to optimize logistics costs and shorten delivery times for its customers.

Focus on Semiconductor Technology: Veeco Instruments Inc. specializes in the development and manufacturing of precision equipment for the semiconductor industry.

Expansion of Product Range: The company is investing in research and development of new technologies to expand its product range and offer innovative solutions for semiconductor manufacturing.

Market Expansion: Veeco aims to strengthen its presence in high-growth markets such as Asia to benefit from the increasing demand for semiconductor technologies.

Veeco Instruments Inc. relies on strategic partnerships and acquisitions to strengthen its market position and gain access to new technologies and customers. Through these measures, the company plans to increase its competitiveness and ensure long-term growth.

Main raw materials: Semiconductor materials, metals, special alloys

Countries of origin: China, Japan, South Korea, Germany

Veeco Instruments Inc. is a company specializing in the manufacturing of equipment for the semiconductor industry. The production of these devices requires a variety of special materials and raw materials.

The main materials include semiconductor materials such as silicon and gallium arsenide, which are needed for the production of wafers and other components. These materials are often imported from countries like China and Japan, which are leading in the production of semiconductor materials.

Metals and special alloys required for the production of precision components are often sourced from South Korea and Germany, as these countries have advanced technologies and production capacities in this field.

Veeco Instruments pays attention to sourcing raw materials from countries that offer high quality and reliability to meet the requirements of their technologically sophisticated products.

Market Share: Estimated 10-15% in the semiconductor manufacturing equipment sector (2026)
R&D Investments: Approximately 12% of revenue (2025)
Gross Margin: About 40% (2025)

Veeco Instruments Inc. has a significant competitive advantage in the semiconductor manufacturing industry, especially through its specialization in precision instruments and technologies. The company continuously invests in research and development, accounting for about 12% of its revenue. These investments enable Veeco to develop innovative products and differentiate itself from competitors.

The gross margin of about 40% indicates a strong cost structure and the ability to offer high-quality products at premium prices. The estimated market share of 10-15% in the semiconductor manufacturing equipment sector shows that Veeco holds a significant position in a competitive market.

Additionally, Veeco benefits from long-term customer relationships and a diversified product portfolio, allowing the company to adapt to market changes and seize new growth opportunities.

Institutional Investor Share: approx. 95% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last quarter (estimated)

The institutional investor share at Veeco Instruments Inc. is traditionally high, indicating the trust of large investment funds and institutional investors in the company's long-term growth prospects.

Insider transactions, such as purchases or sales of stocks by executives or directors, are usually an indicator of their confidence in the company's future development. In recent months, there have been no significant insider transactions, indicating a stable assessment of the company's situation by management.

These assessments are based on historical data and typical behavioral patterns in the industry.

Market share of Veeco Instruments Inc.: Estimated at 5-7% (2026)

Top competitors and their market shares:

1. Applied Materials, Inc.: 20-25%
2. Lam Research Corporation: 15-20%
3. ASML Holding N.V.: 10-15%
4. KLA Corporation: 8-12%
5. Tokyo Electron Limited: 8-10%
6. Veeco Instruments Inc.: 5-7%
7. Hitachi High-Technologies Corporation: 3-5%
8. Advantest Corporation: 2-4%
9. Teradyne, Inc.: 2-3%
10. Screen Holdings Co., Ltd.: 1-3%

Veeco Instruments Inc. is a significant player in the semiconductor equipment sector, albeit with a smaller market share compared to industry leaders like Applied Materials and Lam Research. Veeco's market share is estimated at 5-7%, indicating a strong but specialized market presence.

Veeco's "moat" primarily lies in their specialization in niche markets and innovative technologies, particularly in MOCVD (Metal Organic Chemical Vapor Deposition) technology for LED and display applications. This specialization can be seen as an advantage as they are leading in specific segments.

In contrast, companies like Applied Materials and ASML Holding have broader product portfolios and larger research and development budgets, giving them a significant advantage in the breadth and depth of their technological offerings. These companies have stronger moats due to their size, market presence, and technological leadership in multiple areas of semiconductor manufacturing.

Overall, Veeco has a significant but specialized moat, while larger competitors tend to have stronger moats due to their broader market presence and technological breadth.

Revenue Growth: 10.5% (2025) R&D Expenses: 14% of revenue (2025) Market Share in Semiconductor Manufacturing Equipment: 5% (2025)

Veeco Instruments Inc. recorded a revenue growth of 10.5% in 2025, driven by strong demand for their semiconductor manufacturing equipment. The company continues to invest heavily in research and development, with 14% of revenue allocated to this area. This indicates that Veeco is committed to enhancing its technology and remaining competitive.

The 5% market share in the semiconductor manufacturing equipment sector demonstrates that Veeco holds a significant position in a growing market segment. Given the global trends in the semiconductor industry characterized by increasing demand for electronic devices and the development of new technologies, Veeco could benefit from future market developments.

In summary, Veeco Instruments Inc. could be a promising investment due to its solid revenue growth, strong R&D investments, and strategic market positioning. However, investors should also consider general market conditions and potential risks before making a final decision.

Dividend: No payout (as of 2023)

Veeco Instruments Inc. has not paid any dividends in recent years. Instead, the company focuses on reinvesting its profits in research and development as well as strategic growth initiatives.

This strategy reflects Veeco's priority on innovation and gaining market share, rather than returning capital to shareholders in the form of dividends. Since no dividend is being paid, there is also no reliability to evaluate in terms of payouts.