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Veeco WINS LUMINA®+ MOCVD system order

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Breakthrough system enables optical transceiver manufacturing at scale, in step with unprecedented capital deployment by the world’s leading AI hyperscale

Veeco Instruments says that a global leader in optical and photonic technologies has selected its LUMINA®+ Metal Organic Chemical Vapor Deposition (MOCVD) system to fabricate indium phosphide (InP) lasers for innovative communication solutions in the datacom industry. The LUMINA+ system has now been adopted across all major applications in the arsenide and phosphide (As/P) epitaxial space, including the fast-growing InP laser market.

“Following a series of recent orders and qualifications, this order extends the strong position of our LUMINA+ system for high-volume As/P production,” said Anil Vijayendran, Vice President of MOCVD Products at Veeco. “Offering the same great process performance as the original LUMINA system, the LUMINA+ system achieves breakthrough productivity, bringing much-needed scale to the optical transceiver industry.”

The fully automated LUMINA+ system has the largest As/P batch size in the MOCVD market, best-in-class throughput and lowest cost per wafer supported by Veeco’s TurboDisc® technology. This makes it the ideal choice for expanding InP laser production capacity. With a seamless wafer-size transition, LUMINA+ can deposit high-quality epitaxial layers on InP wafers of any size.

Optical transceivers are high-speed devices that convert electrical signals into optical signals. They are essential for handling massive data flows with low latency by connecting AI servers across racks inside a data center (scale-out), within racks as a replacement for copper connections (scale-up), and across multiple data center facilities (scale-across).

According to LightCounting, a market research firm, sales of optical transceivers and related products are expected to reach $39 billion in 2026, up 53% from 2025. The optical transceiver market is expected to continue this rapid growth over the next several years, driven by record capital deployment by the world’s leading hyperscalers and the shift in demand from training toward inference and agentic AI workloads. As major optical component manufacturers continue to build out InP laser capacity to meet this increasing demand, the LUMINA+ system positions Veeco as a key MOCVD epitaxy supplier to support this expansion.

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