SCHMID Group secured major orders for advanced PCB manufacturing equipment, supporting growth in AI and semiconductor markets.
Quiver AI Summary
SCHMID Group, a global leader in equipment for PCB and IC-substrate manufacturing, announced two major orders reflecting its growing influence in Panel Level Packaging and mSAP production. One order involves state-of-the-art InfinityLine equipment for a prominent technology firm in Southeast Asia, known for its advanced semiconductor and infrastructure solutions, while the second order comprises machines for a Chinese manufacturer expanding its mSAP capabilities for AI server PCBs. These developments align with the increasing demand for semiconductors driven by AI advancements, with market forecasts predicting significant growth in semiconductor revenues. SCHMID Group's innovative technologies enable efficient manufacturing processes, positioning the company as a key player in next-generation electronic manufacturing solutions.
Potential Positives
- SCHMID Group secured two significant orders in the rapidly growing markets of Panel Level Packaging and mSAP production Equipment, indicating strong demand for their advanced technology.
- The successful acquisition of customers in both Southeast Asia and China highlights SCHMID's expanding global footprint and reputation in the electronics manufacturing industry.
- The press release emphasizes SCHMID's strategic relevance in supporting next-generation digital infrastructure, particularly amid increasing demand driven by AI and semiconductor growth.
- The acknowledgment of SCHMID's capabilities by key customers reinforces confidence in their innovative technologies and production solutions for advanced packaging.
Potential Negatives
- Despite announcing significant orders, the press release does not provide specific financial details or expected revenues from these contracts, potentially leading to uncertainty about the company's financial outlook.
- The reliance on markets in Southeast Asia and China for key contracts may expose SCHMID Group to geopolitical risks and market volatility in those regions.
- Forward-looking statements included indicate potential risks and uncertainties that could affect the company's performance, which are not detailed in the press release.
FAQ
What recent orders has SCHMID Group announced?
SCHMID Group has secured significant orders for Panel Level Packaging and mSAP production equipment for customers in Southeast Asia and China.
How is SCHMID Group responding to AI-driven demand?
The company’s InfinityLine product family supports the surge in AI semiconductor demand by providing reliable and scalable production solutions.
Where is SCHMID Group headquartered?
SCHMID Group is headquartered in Freudenstadt, Germany, and operates multiple technology centers and production facilities globally.
What industries does SCHMID Group serve?
SCHMID Group provides solutions for electronics, photovoltaics, glass, and energy systems across various industries, including AI and renewable energy.
What is the future outlook for the semiconductor market?
Global semiconductor revenues are expected to reach $785 billion in 2025, driven by the rapid growth in AI and data-intensive computing.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SHMD Hedge Fund Activity
We have seen 4 institutional investors add shares of $SHMD stock to their portfolio, and 4 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SCULPTOR CAPITAL LP added 211,992 shares (+inf%) to their portfolio in Q2 2025, for an estimated $587,217
- TABOR ASSET MANAGEMENT, LP removed 193,406 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $535,734
- MAGNETAR FINANCIAL LLC added 48,049 shares (+inf%) to their portfolio in Q2 2025, for an estimated $133,095
- XTX TOPCO LTD removed 10,701 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $29,641
- YAKIRA CAPITAL MANAGEMENT, INC. removed 9,000 shares (-4.7%) from their portfolio in Q2 2025, for an estimated $24,930
- HARTREE PARTNERS, LP added 7,965 shares (+0.9%) to their portfolio in Q2 2025, for an estimated $22,063
- UBS GROUP AG removed 264 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $731
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
FREUDENSTADT, Germany, Nov. 10, 2025 (GLOBE NEWSWIRE) -- SCHMID Group (NASDAQ: SHMD), a global equipment maker and solution provider for Printed Circuit Boards (PCB) and IC-Substrate manufacturing, today announced the successful acquisition of two significant orders in the fast-growing field of Panel Level Packaging and mSAP production Equipment.
In one project, SCHMID will deliver a cluster configuration of its InfinityLine C+ as well as InfinityLine H+ equipment to one of its customers in Southeast Asia. A leading global technology company that operates at the intersection of semiconductors and infrastructure software, delivering connectivity, storage, and computing solutions that power data centers, mobile networks, and enterprise systems worldwide. Its portfolio spans high-performance chips, custom silicon, and security-driven software platforms that enable cloud, AI, and 5G innovation. Through strategic acquisitions and continuous R&D investment, the company has built a resilient, diversified business model combining hardware excellence with recurring software revenue, positioning it as a key enabler of next-generation digital infrastructure. in Southeast Asia.
The second project involves the supply of horizontal InfinityLine H+ and vertical InfinityLine V+ machines for a customer in China for the expansion of its mSAP capacities, mainly for AI Server PCB and similar products. This customer is a leading manufacturer in the electronics interconnect industry specializes in high-end printed circuit boards (PCBs), IC substrates, and electronic assembly solutions that support advanced computing, communication, and automotive systems worldwide. The company provides comprehensive design-to-manufacturing capabilities, enabling large-scale production for AI servers, 5G infrastructure, and consumer electronics. With continuous investment in R&D, automation, and sustainable production, it has established a reputation for technological excellence and reliability, serving as a key enabler of next-generation semiconductor packaging and system integration.
Market Context: AI and Semiconductor Growth
The orders once again underscore SCHMID Group’s growing role in enabling advanced electronics manufacturing at a time of unprecedented AI-driven demand.
According to IDC, global semiconductor revenues are projected to reach
$785 billion in 2025
and accelerate toward
$1.1 trillion by 2029
, driven primarily by the rapid adoption of
AI-centric architectures and data-intensive computing
. TrendForce forecasts a
24 % year-over-year increase in AI server shipments in 2025
, with
North American hyperscalers
spearheading demand, complemented by expanding
sovereign cloud initiatives across Europe and the Middle East
.
This surge in AI infrastructure investment is reshaping the
IC-substrate and advanced PCB ecosystem
. TechSearch International notes a sharp rise in demand for
large-body substrates
as designs integrate more
high-bandwidth memory (HBM) stacks
and adopt
co-packaged optics (CPO)
to meet next-generation performance and bandwidth requirements. These dynamics further underscore the
strategic relevance of SCHMID’s advanced process equipment portfolio
, which enables scalable, high-yield manufacturing for next-generation packaging technologies.
Executive Statement
“These projects reflect our customers’ confidence in SCHMID’s capability to deliver reliable, scalable production solutions for next-generation Advanced Packaging,” said Roland Rettenmeier, CSO of SCHMID Group. “The surge in AI-driven semiconductor demand is redefining requirements for IC-substrates and advanced PCBs. With our InfinityLine product family and our innovative technologies, we enable our partners to achieve the performance, yield, and sustainability targets essential for this new era of high-density packaging.”
Forward-Looking Statements
This press release contains statements that constitute "forward-looking statements." All statements other than statements of historical fact included in this press release are forward-looking statements. Forward-looking statements are subject to numerous conditions, many of which are beyond the control of the Company, including those set forth in the "Risk Factors" section of the Company’s registration statement and final prospectus for the offering filed with the SEC. Copies are available on the SEC’s website, www.sec.gov . The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.
About the SCHMID Group
The SCHMID Group is a global leader in providing solutions for the high-tech industry in the fields of electronics, photovoltaics, glass, and energy systems. SCHMID N.V. and Gebr. SCHMID GmbH are headquartered in Freudenstadt, Germany. Founded in 1864, the company currently employs over 800 people worldwide and operates technology centers and production facilities at multiple locations, including Germany and China, along with several global sales and service locations. The Group focuses on developing customized equipment and process solutions for a variety of industries, including electronics, renewable energy, and energy storage. Our system and process solutions for the production of substrates, printed circuit boards, and other electronic components ensure cutting-edge technology, high yields at low production costs, maximum efficiency, quality, and sustainability through environmentally friendly manufacturing processes.
For more information about the SCHMID Group, please visit:
www.schmid-group.com
Sources for market data:
TechSearch International, Advanced Packaging Update, Volume 2 – July 2025; IDC; TrendForce.
Contact
[email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/51ef63b0-fb14-455d-a887-b3184224753a