SCHMID Group secures Major Orders for AI Server PCB Production Equipment
SCHMID Group (NASDAQ: SHMD) announced two significant orders to supply wet-process equipment for AI server PCB production, including complete V+ and H+ systems and additional horizontal H+ machines. One customer awarded SCHMID responsibility for an entire production line, indicating strong commercial trust and potential follow-on investment.
The announcement situates the orders amid rising AI-driven semiconductor demand, citing industry growth forecasts and increasing substrate complexity that favor SCHMID’s process technologies.
SCHMID Group (NASDAQ: SHMD) ha annunciato due ordini significativi per fornire attrezzature a processo a umido per la produzione di PCB AI server, inclusi sistemi completi V+ e H+ e ulteriori macchine orizzontali H+. Un cliente ha affidato a SCHMID la responsabilità di un'intera linea di produzione, indicando forte fiducia commerciale e potenziali investimenti futuri.
L'annuncio inquadra gli ordini in un contesto di crescente domanda di semiconduttori guidata dall'IA, citando previsioni di crescita del settore e complessità crescente dei substrati che favoriscono le tecnologie di processo di SCHMID.
Grupo SCHMID (NASDAQ: SHMD) anunció dos pedidos importantes para suministrar equipos de proceso húmedo para la producción de PCB para servidores IA, incluyendo sistemas completos V+ y H+ y máquinas horizontales H+ adicionales. Un cliente otorgó a SCHMID la responsabilidad de una línea de producción entera, lo que indica una fuerte confianza comercial y posibles inversiones futuras.
El anuncio sitúa los pedidos en un contexto de creciente demanda de semiconductores impulsada por la IA, citando previsiones de crecimiento de la industria y una creciente complejidad de sustratos que favorece las tecnologías de proceso de SCHMID.
SCHMID Group (나스닥: SHMD)는 AI 서버 PCB 생산용 습식 공정 장비의 두 건의 중요한 주문을 발표했습니다. 여기에는 완전한 V+ 및 H+ 시스템과 추가 수평형 H+ 기계가 포함됩니다. 한 고객은 SCHMID에 전체 생산라인의 책임을 부여했고, 이는 강한 상업적 신뢰와 잠재적 후속 투자를 시사합니다.
발표는 AI 주도 반도체 수요 증가 속에서 이 주문을 위치시키며 업계의 성장 전망과 기판의 복잡성 증가가 SCHMID의 공정 기술에 유리하다고 밝히고 있습니다.
Groupe SCHMID (NASDAQ : SHMD) a annoncé deux commandes importantes pour fournir des équipements de procédé humide dédiés à la production de PCB pour serveurs IA, comprenant des systèmes complets V+ et H+ et des machines horizontales H+ supplémentaires. Un client a confié à SCHMID la responsabilité d'une ligne de production entière, ce qui témoigne d'une forte confiance commerciale et d'un potentiel investissement ultérieur.
L'annonce situe les commandes dans un contexte de demande croissante de semi-conducteurs alimentée par l'IA, en citant les prévisions de croissance du secteur et la complexité croissante des substrats qui privilégient les technologies de procédé de SCHMID.
SCHMID Group (NASDAQ: SHMD) gab zwei bedeutende Aufträge bekannt, um Nassprozessausrüstung für die Produktion von AI-Server-PCBs zu liefern, einschließlich vollständiger V+- und H+-Systeme sowie weiterer horizontaler H+-Maschinen. Ein Kunde beauftragte SCHMID mit der Verantwortung für eine komplette Produktionslinie, was auf starkes kommerzielles Vertrauen und potenzielle Folgeinvestitionen hinweist.
Die Mitteilung platziert die Aufträge in einem Umfeld zunehmender KI-getriebener Halbleiter-Nachfrage und verweist auf Branchenwachstumsprognosen sowie zunehmende Substratkomplexität, die die Prozess-Technologien von SCHMID begünstigt.
مجموعة SCHMID (ناسداك: SHMD) أعلنت عن أمرين هامّين لتوريد معدات معالجة رطبة لإنتاج لوحات الدارات المطبوعة لخوادم AI، بما في ذلك أنظمة V+ و H+ الكاملة وآلات H+ أفقيّة إضافية. منح أحد العملاء SCHMID مسؤولية خط إنتاج كامل، وهو ما يشير إلى ثقة تجارية قوية وإمكانات لاستثمار متابع.
يضع البيان الطلبين ضمن بيئة ارتفاع الطلب على أشباه الموصلات المدفوع بالذكاء الاصطناعي، مع ذكر توقعات نمو الصناعة وتزايد تعقيد الرقائق التي تفضّل تقنيات عمليات SCHMID.
SCHMID集团（纳斯达克股票代码：SHMD）宣布两笔重要订单，为 AI 服务器 PCB 生产提供湿法工艺设备，包括完整的 V+ 和 H+ 系统以及额外的水平 H+ 机型。一位客户将整条生产线的责任交给 SCHMID，显示出强烈的商业信任和潜在的后续投资。
公告将这些订单置于 AI 驱动的半导体需求上升的背景中，引用行业增长预测以及基板复杂性日益增加，这些因素有利于 SCHMID 的工艺技术。
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Insights
SCHMID won two major AI-server PCB equipment orders, including a full production line responsibility, boosting revenue visibility in AI hardware supply chains.
SCHMID Group secured two orders for AI-Server-Board production equipment, supplying a complete wet-process setup with its V+ and H+ systems and additional horizontal H+ machines. One customer gave SCHMID full responsibility for an entire production line, which shows operational trust and could increase recurring service and upgrade business.
The opportunity depends on successful delivery, ramp timing, and contract scope; risks include schedule slips and undisclosed commercial terms. Market context cites IDC forecasting
Watch for concrete milestones: order delivery schedules, acceptance tests for the wet-process and horizontal H+ machines, and whether the production-line contract includes long-term service or repeat orders; expect relevant updates within typical program delivery windows over the next 6–24 months.
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
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
FAQ
What did SCHMID Group (SHMD) announce on October 22, 2025 about AI server PCB orders?
Does the October 22, 2025 SHMD release say any customer awarded a full production line to SCHMID?
How do the SHMD orders relate to AI and semiconductor market growth cited in the October 22, 2025 announcement?
Which SCHMID systems were mentioned in the October 22, 2025 announcement as relevant to AI server board production?
Will the October 22, 2025 SHMD announcement directly change company financial guidance?
What is the investor implication of the October 22, 2025 SCHMID (SHMD) orders for AI server PCBs?
