SCHMID Group Update on Order Situation and Market Development in 2025
- Turnaround in order situation after challenging 2024
- Strong growth in AI server segment with increasing demand
- Positive market trend expected to continue through 2025-2026
- Evaluating strategic and financial partnerships for market expansion
- Ongoing US-China trade conflict remains a medium to long-term challenge
- Strategic partnerships still under evaluation, no concrete agreements yet
Insights
SCHMID Group sees recovery with AI server demand driving growth after 2024 challenges, while seeking strategic partnerships amid ongoing trade tensions.
SCHMID Group's announcement reveals a significant turnaround following a difficult 2024 marked by US-China trade tensions. The company reports incoming orders now meeting expectations, validating positive market trends that began emerging in late 2024.
The primary growth driver appears to be the booming AI server segment, which aligns with broader industry trends. The semiconductor equipment sector has been experiencing bifurcated demand patterns - with traditional segments facing headwinds while AI-related infrastructure experiences explosive growth. SCHMID seems to be successfully pivoting toward this high-growth area.
This market shift validates the company's strategic realignment, suggesting management anticipated the AI acceleration and positioned accordingly. However, the ongoing trade conflict remains a persistent challenge that SCHMID acknowledges will continue to impact operations over the medium to long term.
Most notably, the company is actively pursuing strategic and financial partnerships to strengthen its market position in key regions. This suggests SCHMID recognizes that scale and geographic diversification will be critical success factors in navigating the increasingly complex semiconductor equipment landscape.
While the announcement lacks specific financial metrics, the positive tone and explicit mention of expected growth continuation through 2025-2026 indicates meaningful improvement in SCHMID's business trajectory. The company appears to be transitioning from defense to offense, leveraging AI tailwinds while simultaneously addressing structural challenges through strategic initiatives.
FREUDENSTADT, Germany, May 21, 2025 (GLOBE NEWSWIRE) -- Following a challenging year in 2024, which was particularly affected by the ongoing trade conflict between the USA and China, the SCHMID Group (NASDAQ: SHMD) is now experiencing a welcome turnaround. Incoming orders are currently within the expected range, confirming the positive market trend that began to emerge at the end of 2024.
A key driver of this development is the dynamic growth in the AI server segment. Increasing market interest and rising demand in this area are leading to a significant surge in volume. Current assessments suggest that this trend will continue and intensify throughout the remainder of 2025 and into 2026 - offering SCHMID a promising outlook.
“The current market signals clearly show that our strategic realignment is bearing fruit,” says Christian Schmid, CEO of the SCHMID Group. “The situation is visibly stabilizing - and we are seizing the opportunities provided by technological advancements, particularly in the field of artificial intelligence.”
At the same time, SCHMID is responding to ongoing global challenges resulting from the trade conflict, which continues to be viewed as a medium- to long-term influencing factor. The company is currently evaluating several strategic and financial partnership opportunities to further strengthen its market position in key regions and to dynamically expand growth through targeted collaborations.
“Our goal is to ensure long-term competitiveness and enable sustainable growth,” Christian Schmid continues. “We expect to make timely decisions on these cooperation initiatives in order to seize the opportunities at hand swiftly and effectively.”
The SCHMID Group looks ahead with confidence to the coming months and years. A combination of clear strategic direction and favorable market trends provides a strong foundation for a sustainable growth trajectory.
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
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/96bb4eac-b44f-4718-bacb-9b1b8de792b8
Contact Information SCHMID: Investor Relations investor-relations@schmid-group.com Media Relations press@schmid-group.com
FAQ
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