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    Why Veeco Instruments (VECO) Is Up 7.6% After New DRAM LSA Evaluation With Major Memory Maker

    Simply Wall St·12/04/2025 11:19:33
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    • In December 2025, Veeco Instruments Inc. announced that a leading semiconductor memory company had begun evaluating its laser spike annealing system within an advanced DRAM R&D group, a move that extends Veeco’s reach into DRAM and high bandwidth memory applications.
    • This one-year evaluation, with potential follow-on orders from 2027 onward, highlights how Veeco’s high-temperature, reduced-thermal-budget LSA technology could become increasingly relevant as AI-driven demand for advanced memory grows toward a projected HBM market of about US$100.00 billion by 2030.
    • We’ll now examine how this LSA evaluation for advanced DRAM and HBM might reshape Veeco’s existing investment narrative and risk-reward profile.

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    Veeco Instruments Investment Narrative Recap

    To own Veeco, you need to believe that its differentiated process tools can win a meaningful role in advanced AI-driven memory and logic manufacturing, despite recent earnings pressure and valuation questions. The DRAM R&D evaluation is encouraging for the longer term, but it does not change that the key near term catalyst is broader adoption of Veeco’s laser annealing and packaging tools, while the biggest current risk remains execution in a softer, slower growing revenue backdrop.

    The most relevant recent update is Veeco’s Q3 2025 earnings, which showed year on year declines in sales and net income alongside subdued near term guidance. Against that context, the new DRAM and HBM LSA evaluation looks more like an option on future growth than a solution to today’s margin compression and lower net profit.

    Yet investors should be aware that weaker recent earnings and lower profit margins could still...

    Read the full narrative on Veeco Instruments (it's free!)

    Veeco Instruments' narrative projects $782.0 million revenue and $66.0 million earnings by 2028. This requires 3.7% yearly revenue growth and about a $5.4 million earnings increase from $60.6 million today.

    Uncover how Veeco Instruments' forecasts yield a $32.75 fair value, a 4% upside to its current price.

    Exploring Other Perspectives

    VECO Community Fair Values as at Dec 2025
    VECO Community Fair Values as at Dec 2025

    Three members of the Simply Wall St Community place Veeco’s fair value between US$12.43 and US$33.50, reflecting wide disagreement on upside. Against that spread, the reliance on stronger AI and high performance computing demand to support growth in advanced packaging and laser annealing tools is a key factor that could shape how the company actually performs over time.

    Explore 3 other fair value estimates on Veeco Instruments - why the stock might be worth less than half the current price!

    Build Your Own Veeco Instruments Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.