SCHMID Group expands its product portfolio for advanced packaging substrates and AI server boards to meet increasing market demand.
Quiver AI Summary
SCHMID Group, a prominent provider of equipment for the electronics industry, has announced a significant expansion of its product portfolio to cater to the growing demand for advanced packaging substrates and high-performance server boards driven by the AI revolution. The semiconductor market is expected to grow at a compound annual growth rate (CAGR) of 10% over the next five years, with strong demand for AI server boards projected to grow even faster at 20% CAGR. To address these needs, SCHMID has expanded its InfinityLine product family and introduced new technologies, such as the InfinityLine C+ and InfinityLine L+, which are designed for next-generation AI applications. The company expects 2025 to be a transitional year but anticipates significant growth beginning in 2026, with its AI-related products becoming key revenue drivers. CEO Christian Schmid emphasized the company’s commitment to providing essential technologies for the electronics and semiconductor industries' transformation.
Potential Positives
- SCHMID Group is expanding its product portfolio to address the surging demand for advanced packaging substrates and high-performance server boards, positioning itself strategically within fast-growing markets driven by the AI revolution.
- The company anticipates above-market growth starting in 2026, especially from its AI-driven product lines, which are expected to become significant revenue drivers in the coming years.
- The introduction of new products, such as the InfinityLine C+, L+, and P+, enhances SCHMID's competitive edge and aligns with industry trends towards miniaturization and advanced manufacturing technologies.
- SCHMID's leadership in providing critical technologies for next-generation AI-server boards and substrate solutions reinforces its status as a key player in the semiconductor and electronics industries.
Potential Negatives
- While the press release presents a positive outlook for SCHMID Group, it classifies 2025 as a "transition year," which may imply a lack of immediate growth or challenges that could affect performance in the near term.
- The mention of "forward-looking statements" indicates uncertainty, suggesting that actual results may differ from projections due to various risks and factors outside the company's control.
- The release highlights reliance on high-growth markets like AI-driven product lines, which could expose SCHMID to greater volatility if market expectations do not materialize or if competition increases significantly.
FAQ
What products are SCHMID Group expanding?
SCHMID Group is expanding its product portfolio to include advanced packaging substrates and high-performance server boards.
What is the expected growth rate for the semiconductor sector?
The semiconductor and advanced packaging sector is projected to grow at a CAGR of around 10% over the next five years.
What new products are being launched by SCHMID?
SCHMID is launching new products like InfinityLine L+ and InfinityLine P+, tailored for AI-server PCB requirements.
How is SCHMID positioned in the AI-driven market?
SCHMID is positioned as a leader, providing technologies that support the production of next-generation AI-server boards and substrates.
When does SCHMID expect to see significant growth?
SCHMID anticipates significant growth starting in 2026, particularly from its AI-driven product lines.
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. 08, 2025 (GLOBE NEWSWIRE) -- SCHMID Group, a leading global provider of equipment and solutions for the electronics industry, announces a major expansion of its product portfolio to meet the surging demand for two types of products: Advanced packaging substrates and high-performance server boards, in the era of Artificial Intelligence (AI).
The AI revolution is reshaping the semiconductor landscape. Global industry analysts project a compound annual growth rate (CAGR) of around 10% for the semiconductor and Advanced Packaging sector over the next 5 years. Market leaders such as TSMC and NVIDIA are driving innovation in chipmaking and pushing for new Advanced Packaging strategies.
At the same time, the tradionell PCB industry is projected to grow at an 8% CAGR, with the strongest momentum in AI server boards (CAGR of about 20%). IC-Substrates are expected to expand with a 15% CAGR, propelled by miniaturization trends and the need for new interconnect technologies.
SCHMID expanded its Equipment Portfolio
To address these growth markets, SCHMID has broadened its InfinityLine product family:
- The existing InfinityLine H+ remains SCHMID’s top-selling equipment and continues to grow strongly in line with the market.
- The existing InfinityLine V+ meets the demands for increasingly complex high-end PCBs.
- The new InfinityLine C+ is on the way to becoming SCHMID’s second-largest revenue contributor.
- The new InfinityLine L+ , a Chemical Mechanical Planarization (CMP) solution for panel-level substrates and
-
The
new
InfinityLine P+
, SCHMID’s next-generation single panel plating equipment, both to be launched in late 2025, are required to realize next generation substrate and AI-Server-PCB requirements.
With the existing product lines and the newly developed and introduced production equipment, SCHMID is positioned as a leader in enabling next-generation package substrates and AI-server PCBs with a now even broader product portfolio.
Enabling Next-Generation Substrates
Beyond the InfinityLine product family, SCHMID is driving technology leadership with:
- SCHMID QuantumLine and SCHMID-AVACO Plasma Equipment , enabling high-yield glass core substrate production.
- SCHMID ET-Board technology, supporting Cu-damascene manufacturing at panel level to deliver miniaturization at scale.
As AI companies increasingly demand Chip-on-Wafer-on-PCB (CoWoP) solutions, SCHMID is uniquely positioned to deliver best-in-class yield and the lowest cost of ownership across the industry.
Strong Outlook
With its expanded product portfolio and strong positioning in high-growth markets, SCHMID expects 2025 to remain a transition year. From 2026 onwards, the company anticipates above-market growth, particularly with its AI-driven product lines. These segments are projected to deliver disproportionate growth in 2026 and 2027, establishing themselves as the primary drivers of SCHMID’s overall revenue expansion.
Executive Statement
“The AI era is fundamentally transforming the electronics and semiconductor industries. SCHMID is proud to provide the critical technologies that enable glass core substrates, panel-level Cu damascene, and manufacturing solutions for next-generation AI-server boards. With our expanded InfinityLine portfolio, we are ready to lead this transformation together with our customers,” said Christian Schmid, CEO of 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
Contact:
[email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ebcafa56-c16a-4a36-ba96-ac9a090a2c22