SCHMID Group announces major orders for PCB manufacturing in AI server applications, highlighting its growing industry significance.
Quiver AI Summary
SCHMID Group, a leading manufacturer of equipment for Printed Circuit Boards (PCB) and IC-Substrates, has secured two significant orders in the growing market for AI server applications. These orders include a complete wet-process equipment setup utilizing SCHMID's advanced V+ and H+ systems, and a supply of critically important horizontal H+ machines, marking a notable expansion beyond their traditional business scope. One customer has entrusted SCHMID with the entire production line, highlighting confidence in their technology and paving the way for future investments. The firm is well-positioned amid rising demand driven by the semiconductor industry and AI adoption, which is expected to significantly grow in the coming years. SCHMID aims to establish itself as a long-term partner in this rapidly evolving market, focusing on innovative and reliable manufacturing solutions for next-generation AI server boards.
Potential Positives
- SCHMID Group secured two significant orders in the rapidly growing PCB market for AI server applications, indicating strong demand for their technology.
- The acquisition of full responsibility for an entire production line from a major customer highlights the trust and confidence in SCHMID's technology and services.
- These orders position SCHMID at the forefront of the AI-driven semiconductor market, aligning them with projected industry growth expected to reach $1.1 trillion by 2029.
- The press release emphasizes the company's strategic importance in evolving PCB production processes, catering to the fast-paced innovation cycles within the AI server segment.
Potential Negatives
- While the acquisition of significant orders is a positive development, the press release emphasizes a highly competitive and rapidly changing market characterized by short product lifecycles (18 to 24 months), which may create pressure on SCHMID Group to continuously innovate and adapt their technology.
- The reliance on advanced technology solutions for the AI server market implies that any failures or delays in the development and implementation of their new equipment could have substantial negative ramifications both financially and reputationally.
FAQ
What recent orders did SCHMID Group announce?
SCHMID Group announced two significant orders for PCB manufacturing specifically for AI server applications, including a complete wet-process equipment setup.
How does SCHMID Group support AI server board production?
SCHMID Group provides advanced equipment, such as its V+ and H+ systems, crucial for producing high-tech AI server boards.
What role does SCHMID Group play in the semiconductor industry?
SCHMID Group is a key player in enabling advanced electronics manufacturing amid growing demand driven by AI adoption in the semiconductor sector.
What is the significance of the recent orders for SCHMID Group?
The recent orders reflect strong customer confidence and position SCHMID Group as a trusted partner in the rapidly evolving AI server board market.
What market trends are influencing SCHMID Group's business?
The semiconductor industry's projected growth, driven by AI, is increasing demand for advanced PCB manufacturing solutions like those offered by SCHMID Group.
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 6 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
- ENVESTNET ASSET MANAGEMENT INC added 46,573 shares (+38.8%) to their portfolio in Q2 2025, for an estimated $129,007
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
FREUDENSTADT, Germany, Oct. 22, 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 PCB for artificial intelligence (AI) server applications. So called AI-Server-Boards.
In one project, SCHMID will deliver a complete wet-process equipment setup featuring its advanced V+ and H+ systems. The second project involves the supply of technically critical horizontal H+ machines, marking a breakthrough outside the typical PCB and IC-substrate business.
Equally significant, one of the customers has awarded SCHMID full responsibility for an entire production line, demonstrating strong confidence in SCHMID’s technology and services, and paving the way for future investment opportunities.
Market Context: AI and Semiconductor Growth
The orders underscore SCHMID Group’s growing role in enabling advanced electronics manufacturing at a time of unprecedented AI-driven demand.
According to IDC, the semiconductor industry will reach $785.5 billion in revenue in 2025, with an accelerated trajectory toward $1.1 trillion by 2029, fueled by AI adoption. TrendForce reports that global AI server shipments will grow
24.3%
year-over-year in 2025, with major North American cloud service providers leading the surge, supported by sovereign cloud projects in Europe and the Middle East.
This AI-driven growth is directly impacting IC-substrate and PCB technologies. TechSearch International highlights that demand for large-body substrates is rising due to the increasing number of high-bandwidth memory (HBM) stacks and the requirements of co-packaged optics (CPO) for AI applications. These technology trends reinforce the strategic importance of SCHMID’s process equipment portfolio.
Executive Statement
“These orders mark a pivotal milestone for SCHMID Group. They demonstrate that our technology is needed and trusted not only in IC-substrates, but also in full PCB production lines for AI-Server-Board – one of the fastest growing and most demanding markets worldwide.
The AI server segment is characterized by rapid innovation cycles and frequent hardware refreshes. Typical AI server boards have an estimated lifecycle of only
18 to 24 months
before new architectures drive demand for next-generation designs. This dynamic creates a recurring need for advanced PCB manufacturing solutions, where reliability, precision, and scalability are critical.
By winning these projects, SCHMID positions itself at the center of this cycle. Each generation of AI server boards requires more layers, smaller features, tighter process windows, and new materials – exactly where our V+ and H+ systems as well as our C+ system for future geometries deliver a unique advantage.
For us, this is not only about the orders at hand, but about establishing SCHMID Group as a long-term partner in an industry projected to maintain double-digit growth. The confidence placed in us by these customers is a strong signal that SCHMID will play a significant role in shaping the future of AI hardware”, said Roland Rettenmeier, Chief Sales Officer, SCHMID Group.
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
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/42c40369-2ca8-4f94-93f2-53d1561ef70d
