Core Viewpoint - RIBER reported full-year revenues of €40.3 million for 2025, slightly down by 2% compared to 2024, but in line with the company's guidance [2][3]. Revenue Performance - The revenue breakdown for 2025 shows a first-half revenue of €10.7 million (down 22% from €13.7 million in 2024) and a second-half revenue of €29.5 million (up 7% from €27.4 million in 2024) [2]. - MBE systems revenues remained stable at €30.9 million, with invoicing for 12 machines, including 9 production systems and the first ROSIE platform [4]. - Revenue from services and accessories decreased to €9.4 million, an 8% decline year-on-year, although it showed recovery in the second half with an increase of 8.5% [4]. Geographical Revenue Breakdown - In 2025, Europe accounted for 45.1% of total revenue (up from 35.7% in 2024), Asia accounted for 39.7% (down from 57.3%), and North America accounted for 15.2% (up from 7.1%) [5]. Order Book Developments - The total order book at December 31, 2025, reached €26.9 million, reflecting a 24% increase from €21.7 million in 2024 [6]. - The MBE systems order book increased by 22% to €20.3 million, corresponding to 6 systems, including 4 production machines and 1 ROSIE platform [7]. - The services and accessories order book rose by 31% to €6.6 million compared to the previous year [7]. Future Outlook - RIBER anticipates growth in revenues for 2026, driven by the manufacturing of ROSIE 2 and the availability of BTO/STO thin films for the scientific and industrial community [10][11]. - The company is positioned to benefit from large-scale investments in artificial intelligence, data infrastructure, and quantum technologies, enhancing its role in the semiconductor value chain [10].

Core Insights - RIBER has received an order for an MBE 6000 production system from QD Laser, aimed at scaling quantum dot laser production for the Datacom sector, which is experiencing rapid growth due to data expansion and AI integration [1][3]. Company Overview - RIBER is a global leader in molecular beam epitaxy (MBE) equipment for the semiconductor industry, providing essential technology for advanced semiconductor development used in various applications, including photonics and telecommunications [7]. - QD Laser specializes in quantum-dot lasers and optoelectronic devices, recognized for delivering superior Quantum Dot solutions that excel in industrial qualification and technical precision [2][7]. Order Significance - This order marks the third MBE 6000 project for quantum-dot-based epiwafers in the Datacom sector within a month, reinforcing the MBE 6000 platform as a key industrial solution for high-value applications [3]. - The MBE 6000 system is designed to meet the specific growth conditions required for quantum-dot production, ensuring precise control over growth parameters [4]. Customer Relationship - QD Laser has been a strategic customer of RIBER since 2008, demonstrating a long-term partnership that reflects confidence in RIBER's technology and its role in advancing next-generation photonic technologies [5][6].

Core Insights - RIBER, a leader in molecular beam epitaxy (MBE) equipment for the semiconductor industry, has received a significant order for two MBE 6000 production systems from a European customer, with delivery scheduled for 2026 [2][6]. Group 1: Customer and Market Context - The customer is a European company with fully vertically integrated production facilities, focusing on photonic devices for rapidly growing markets such as AI data centers, LiDAR applications, and various medical, industrial, and scientific sectors [3]. - This order represents a strategic investment to enhance the customer's industrial production capacity, addressing the increasing demand for high-performance optical sources [3]. Group 2: Product and Technology Details - The MBE 6000 platform is designed for industrial-scale production of advanced III-V structures, featuring high throughput, robust process stability, and advanced automation capabilities [5]. - The system supports multi-wafer processing, allowing up to four 6-inch wafers per run, which leads to significant productivity gains and cost-effective manufacturing while ensuring high uniformity and reproducibility for complex multilayer heterostructures [5]. Group 3: Services and Support - The order includes a comprehensive range of services and productivity-enhancing solutions from RIBER, aimed at improving manufacturing efficiency and process integration [4]. - RIBER's technology is recognized for its atomic-level process control, high material purity, and excellent uniformity, which are essential for the performance and reliability of advanced optoelectronic devices [4].

Core Insights - RIBER reported first-half 2025 earnings, confirming its roadmap rollout and annual outlook despite a challenging international environment [2][4] Financial Performance - Revenues for H1 2025 were €10.7 million, down from €13.7 million in H1 2024, with systems revenues at €7.8 million and services and accessories revenues at €3.0 million [3][5] - Gross margin for the period was €3.9 million, representing 36.2% of revenues, an increase from 34.8% in H1 2024 [6] - Operating income was €(0.7) million, compared to break-even in H1 2024, while net income was €(0.8) million, down from a profit of €0.2 million in H1 2024 [7] Order Book and Sales - The order book stood at €27.7 million as of June 30, 2025, down 23% year-over-year, with system orders at €22.5 million, a decrease of 25% [11] - The company secured nine system orders in the first nine months of 2025, including two for production, reflecting ongoing demand in datacom and quantum technologies [4][8] Strategic Developments - RIBER is advancing its silicon photonics roadmap, having signed its first two ROSIE sales, which are crucial for the industrialization of this technology [4][13] - The company anticipates new orders in Q4 2025, driven by investment programs in AI and quantum technologies [13][14] Cash Flow and Equity - Cash position at the end of June 2025 was €2.5 million, down from €8.6 million at the end of 2024, influenced by seasonal delivery patterns and shareholder distributions [9][10] - Shareholders' equity decreased to €21.3 million from €23.6 million at the end of 2024, primarily due to half-year earnings and distributions [10]

Company Overview - RIBER is a global market leader in molecular beam epitaxy (MBE) equipment for the semiconductor industry, founded in 1964 [5] - The company designs and produces equipment for the semiconductor industry and provides scientific and technical support, optimizing performance and output levels [5] - RIBER's equipment is essential for the development of advanced semiconductors used in various applications, including information technologies, photonics, 5G telecommunications, and quantum computing [5] Recent Developments - RIBER has received an order for a Compact 21 DZ research system from Academia Sinica, a research center in Taiwan [2] - The new equipment will be used in several research projects focusing on III-V-based structures for quantum photonic applications [2] - The Compact 21 research system is noted for its versatility and comprehensive capabilities, meeting the needs of users in microelectronics and optoelectronics industries [3] - The system is scheduled for delivery in 2026 [3] Academia Sinica Overview - Founded in 1928, Academia Sinica is Taiwan's national academic institution, focusing on research excellence and policy advisories [4] - The institution comprises 24 institutes and 9 research centers across three divisions: Mathematics and Physical Sciences, Life Sciences, and Humanities and Social Sciences [4] - Academia Sinica employs over 8,000 research fellows and staff, achieving a balanced development in both natural and social sciences [4]

Core Insights - RIBER, a leader in molecular beam epitaxy (MBE) equipment for the semiconductor industry, has received an order for two MBE 6000 production systems from an industrial customer in Asia, indicating strong demand and customer satisfaction [1][3]. Company Overview - RIBER, founded in 1964, specializes in designing and producing MBE equipment for the semiconductor industry, providing both hardware and software support to optimize performance and output levels [4]. - The company is recognized for its role in advancing electronics, particularly in applications such as information technologies, photonics, 5G telecommunications, and quantum computing [4]. Industry Context - The MBE 6000 system is a benchmark platform for high-volume production of electronic and optoelectronic components, especially in telecommunications and fiber-optic networks, with over forty units currently operational worldwide [2]. - The semiconductor industry in Asia is noted for being one of the most dynamic and innovative globally, reinforcing RIBER's strategic position in this key market [3].

Core Insights - RIBER expects full-year revenues for 2025 to exceed €40 million, despite a challenging first half [1][11] Business Developments - For the first half of 2025, RIBER reported total revenues of €10.7 million, a decrease of 22% compared to €13.7 million in the same period of 2024 [2][3] - Systems revenues were €7.8 million, down 17%, reflecting a delivery schedule that included three machines, compared to three production systems delivered in the same period last year [4] - Revenues from services and accessories fell to €3.0 million, a 31% decline, primarily due to reduced research-related orders in the U.S. amid tighter budgets in universities and research labs [5] Order Book Developments - The total order book as of June 30, 2025, was €27.7 million, down 23% from €36.0 million in the first half of 2024 [6] - The systems order book decreased by 25% to €22.5 million, including nine systems, of which six are production machines [8] - RIBER secured five new system orders, including the first for its new 300 mm silicon photonics platform, ROSIE [7] Outlook - RIBER anticipates improved order intake in the second half of 2025, driven by global investment programs in the semiconductor industry [9] - The company expects to benefit from the ramp-up of the ROSIE platform, which has garnered interest from research institutions and industrial players [10] - Despite uncertainties in short-term momentum for research-related services, the systems business is expected to remain stable in 2025 [11]

Core Insights - RIBER reaffirms its strategic roadmap during the Annual General Meeting, emphasizing a culture of excellence, continuous innovation, and strong customer focus to position itself at the forefront of the semiconductor industry's transformations, particularly in silicon-based integrated photonics [1][4]. Group 1: Strategic Developments - RIBER introduced ROSIE (Riber Oxide Silicon Epitaxy), an advanced platform for oxide growth on 300 mm wafers, which is fully compatible with SEMI standards, marking a significant technological breakthrough [2]. - The industrialization phase of ROSIE has commenced following a strategic partnership with the Novo Nordisk Foundation Quantum Computing Programme, which includes the qualification of the ROSIE process and the sale of the first unit scheduled for the second half of 2025 [2][3]. Group 2: Financial and Operational Highlights - The Annual General Meeting approved the statutory and consolidated financial statements for the 2024 financial year, along with a cash payout of €0.08 per share, with the ex-dividend date set for June 23, 2025 [6]. - RIBER's strategic positioning is strengthened by solid commercial momentum for its MBE equipment and the industrial rollout of ROSIE, enhancing growth and diversification potential in the semiconductor sector [4]. Group 3: Market Focus - RIBER targets several fast-growing markets, including ultra-fast optical communications, optical computing, and photonic quantum technologies, reflecting its commitment to innovation in the semiconductor industry [7]. - The company plays a crucial role in the development of advanced semiconductors used in various applications, from information technologies to 5G telecommunications networks and quantum computing [8].

Core Insights - RIBER has signed a three-year partnership with the Novo Nordisk Foundation Quantum Computing Programme (NQCP) to advance the ROSIE platform, aimed at enhancing silicon fab production lines [1][2][6] - The partnership includes the sale of the first ROSIE unit to NQCP, scheduled for delivery in the second half of 2025, which will be integrated into a pilot line for photonic technologies [3][6] - ROSIE is designed for oxide growth on 300 mm wafers and is compliant with SEMI standards, targeting strategic markets such as ultra-fast optical communications, optical computing, and photonic quantum technologies [2][8] Company and Industry Developments - The ROSIE platform, developed since 2021, represents RIBER's commitment to innovation in the semiconductor industry, supported by the Île-de-France Region and Bpifrance under the France 2030 investment plan [4] - The collaboration with NQCP is seen as a strategic move to accelerate the development of innovative processes in integrated silicon photonics, addressing market demands for performance, miniaturization, and energy efficiency [6][7] - RIBER aims to position itself as a key player in the European ecosystem for applied photonics research, showcasing the potential of French technology in the global market [6][7]

Core Insights - RIBER, a leader in Molecular Beam Epitaxy (MBE) equipment, has secured an order for an MBE 412 research system from a prominent Asian university institute, aimed at advancing research on laser sources for methane detection [2][3] Company Overview - Founded in 1964, RIBER specializes in designing and producing MBE equipment for the semiconductor industry, providing both scientific and technical support to optimize client equipment performance [4] - RIBER's equipment plays a crucial role in the development of advanced semiconductors used in various applications, including information technologies, photonics, 5G telecommunications, and quantum computing [4] Product Details - The MBE 412 system is noted for its compactness and versatility, allowing for high flexibility in growth protocols and compatibility with a variety of effusion cells, ensuring excellent deposition uniformity and stability [3] - The recent order reflects a growing interest in MBE technologies among research institutes for developing specialized lasers and innovative nanoscale materials [3]