SCHMID Group Secures Over EUR 37M Repeat Order for HDI-ML, mSAP AI Equipment
SHMD•SCHMID Group received a repeat order exceeding EUR 37 million from a leading Chinese customer for advanced HDI-ML and mSAP production equipment to expand AI server board and optical module capacity. Order intake in the six months ended June 30, 2026 reached EUR 44.3 million excluding this order and EUR 81.7 million including it, leading the company to review full-year order guidance to be updated on July 14.
1. Repeat Order Details
SCHMID Group received a repeat order exceeding EUR 37 million from a leading Chinese customer for its InfinityLine H+ and V+ HDI-ML and mSAP production platforms, to expand capacity for next-generation AI server boards and optical modules after phase one delivered in 2025.
2. Strong First-Half Order Intake and Guidance Review
Order intake for the six months ended June 30, 2026 totalled EUR 44.3 million excluding this order (EUR 81.7 million including), prompting the company to review and potentially raise its full-year order guidance ahead of the Q2 update scheduled for July 14.
3. Performance and Market Position
With 99% production yield and high uptime reported, SCHMID solidifies its leadership in advanced wet-process equipment for AI infrastructure and high-speed optical communication substrate manufacturing, benefiting from accelerating investment cycles in AI-related electronics.
