SCHMID Group secures Major Orders for AI Server PCB Production Equipment

Core Insights - SCHMID Group has successfully secured two significant orders in the rapidly growing field of Printed Circuit Boards (PCB) for artificial intelligence (AI) server applications, specifically AI-Server-Boards [1][4] Company Developments - The first project involves delivering a complete wet-process equipment setup featuring advanced V+ and H+ systems, while the second project includes supplying critical horizontal H+ machines, marking a breakthrough beyond traditional PCB and IC-substrate business [2][16] - One customer has entrusted SCHMID with full responsibility for an entire production line, indicating strong confidence in the company's technology and services, which may lead to future investment opportunities [3] Market Context - The semiconductor industry is projected to reach $785.5 billion in revenue by 2025, with expectations to accelerate to $1.1 trillion by 2029, driven by AI adoption [5] - Global AI server shipments are anticipated to grow by 24.3% year-over-year in 2025, with North American cloud service providers leading this growth, supported by sovereign cloud projects in Europe and the Middle East [5] - Demand for large-body substrates is increasing due to the rise in high-bandwidth memory (HBM) stacks and co-packaged optics (CPO) requirements for AI applications, highlighting the strategic importance of SCHMID's process equipment portfolio [6] Executive Insights - The orders represent a pivotal milestone for SCHMID Group, showcasing the necessity and trust in its technology not only in IC-substrates but also in full PCB production lines for AI-Server-Board, a rapidly growing market [7][10] - The AI server segment is characterized by rapid innovation cycles, with typical server boards having a lifecycle of only 18 to 24 months, creating a recurring need for advanced PCB manufacturing solutions [8] - Winning these projects positions SCHMID at the center of the AI server board cycle, where each generation requires more layers, smaller features, tighter process windows, and new materials, areas where SCHMID's systems provide a unique advantage [9]