SCHMID Group reports over €26 million in orders since mid-May 2026, driven by advanced PCB technologies for AI infrastructure.
Quiver AI Summary
SCHMID Group (NASDAQ: SHMD) announced a robust combined order intake exceeding €26 million since mid-May 2026, driven by strong demand for advanced PCB and substrate manufacturing technologies, particularly in the AI infrastructure and optical module supply chains. The majority of orders were secured from customers in China, Taiwan, and South Korea, with additional business from Europe, confirming continued customer investment in high-performance electronics. The recent orders pertain to InfinityLine Production Equipment for High-Density Interconnect Multilayer (HDI-ML) and modified Semi-Additive Processing (mSAP) applications, essential for AI servers and high-speed networking. SCHMID aims to support the increasing complexity of manufacturing demanded by the AI industry, emphasizing yield performance and technological advancements. The company expects continued growth as customers shift from technology evaluation to significant capacity investments moving into 2027.
Potential Positives
- Strong order intake of over €26 million since mid-May 2026, indicating robust customer demand and market momentum in advanced PCB manufacturing technologies.
- Orders primarily secured from key regions such as China, Taiwan, and South Korea, showcasing SCHMID's strong position in the Asian electronics manufacturing ecosystem.
- Order intake supports the transition of customers from technology evaluation to capacity investment, which signals confidence in SCHMID's solutions and market potential for AI infrastructure and advanced interconnect technologies.
Potential Negatives
- Despite a strong order intake of over €26 million, the dependency on customer orders primarily from Asia (China, Taiwan, and South Korea) may pose risks related to geopolitical and economic instability in these regions.
- The reliance on advanced PCB technologies and the associated market momentum may not guarantee sustained future orders as the market conditions are subject to rapid changes in technology demands and customer preferences.
- The press release contains numerous forward-looking statements, indicating potential uncertainty and risks associated with achieving projected business goals and financial performance.
FAQ
What recent order milestones has SCHMID Group achieved?
SCHMID Group reported a combined order intake of over €26 million since mid-May 2026.
Which regions are driving SCHMID's recent growth?
The recent growth is primarily driven by customer orders from China, Taiwan, South Korea, and incremental business in Europe.
What technologies are included in SCHMID's recent orders?
The orders cover InfinityLine Production Equipment for HDI-ML and mSAP applications for AI servers and optical communication modules.
What future trends does SCHMID anticipate in the market?
SCHMID expects strong momentum in the second half of 2026, with continued capacity investments in advanced PCB technologies.
How does SCHMID ensure high yield performance in production?
SCHMID's equipment delivers process stability, uptime, and precision, achieving yield performance above 99% for high-volume production.
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 25 institutional investors add shares of $SHMD stock to their portfolio, and 8 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITIGROUP INC added 353,599 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,874,074
- LANE GENERATIONAL LLC added 274,617 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,455,470
- JANE STREET GROUP, LLC added 202,297 shares (+1182.3%) to their portfolio in Q1 2026, for an estimated $1,072,174
- GOODLANDER INVESTMENT MANAGEMENT, LLC added 162,849 shares (+inf%) to their portfolio in Q1 2026, for an estimated $863,099
- UBS GROUP AG added 150,224 shares (+2809.0%) to their portfolio in Q1 2026, for an estimated $796,187
- PEAK6 LLC added 148,846 shares (+inf%) to their portfolio in Q1 2026, for an estimated $788,883
- HARTREE PARTNERS, LP added 123,040 shares (+13.6%) to their portfolio in Q4 2025, for an estimated $762,232
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Full Release
FREUDENSTADT, Germany, June 16, 2026 (GLOBE NEWSWIRE) -- SCHMID Group (NASDAQ: SHMD) (the “Company” or "SCHMID") announces a strong combined order intake of more than €26 million since mid-May 2026, reflecting multiple customer orders and continued market momentum in advanced PCB and substrate manufacturing technologies for AI infrastructure and next-generation optical module supply chains.
The recent order intake reflects continued momentum across SCHMID’s InfinityLine Production Equipment , driven primarily by orders secured in China, Taiwan, and South Korea and complemented by incremental business in Europe. Together, these wins confirm sustained customer investment in high-performance electronics manufacturing and further strengthen SCHMID’s position in next-generation interconnect technologies.
The orders, secured from several customers, cover InfinityLine Production Equipment for High-Density Interconnect Multilayer ( HDI-ML ) and modified Semi-Additive Processing ( mSAP ) applications serving AI servers, high-speed networking, optical communication modules, advanced interconnect platforms, and next-generation data infrastructure. The orders demonstrate that the market pipeline for advanced PCB technologies is not only building, but converting into confirmed technology and capacity investment.
Executive Statement
“AI infrastructure is driving a step-change in advanced interconnect manufacturing. As layer counts increase and design rules become more demanding, yield performance becomes the decisive factor for profitable high-volume production . This is where SCHMID creates measurable customer value. Our equipment delivers the process stability, uptime, and manufacturing precision required to support yield performance above 99% . The recent order intake confirms that the market is moving from technology evaluation and qualification into capacity investment — and that SCHMID is strongly positioned to capture the next growth wave in HDI-ML and mSAP for AI infrastructure, high-speed networking, and optical module applications. We see a strong second half of 2026 and continued momentum into 2027 , as customers accelerate capacity investments for the next phase of AI infrastructure build-out,” said Roland Rettenmeier, Chief Sales Officer of SCHMID Group.
Market Development
HDI-ML remains the strongest contributor to the recent order intake, with multiple investments secured primarily from customers in China, Taiwan, and South Korea, complemented by additional business in Europe. These projects are linked to capacity expansion and technology upgrades for advanced multilayer printed circuit boards used in high-performance computing, data center, high-speed networking, and communication infrastructure applications.
This regional mix supports SCHMID’s view that advanced interconnect demand remains structurally strong, led by Asia’s core electronics manufacturing ecosystem and selectively expanding in other regions. Customers are investing in higher layer counts, tighter design rules, improved signal integrity, and scalable production for next-generation electronics.
mSAP also contributed to the recent business, underlining SCHMID’s position in the transition toward finer-line PCB manufacturing. mSAP technology is increasingly relevant as the industry moves toward higher routing density, improved electrical performance, and more compact system architectures.
Combined, these orders represent a total order intake of more than €26 million since mid-May 2026. The total order intake from January 1, 2026 until June 15, 2026 thus amounted to approximately €43 million.
SCHMID expects continued momentum in these segments as customers move from evaluation and qualification into capacity investment. SCHMID's pipeline for HDI-ML and mSAP production equipment continues to strengthen, supported by structural growth trends in AI infrastructure, advanced networking, optical communication, and high-density electronics manufacturing.
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]