SÜSS MicroTec

SUSS MicroTec and Taiwanese equipment maker Manz Asia have agreed on a strategic collaboration to develop inkjet solutions for semiconductor manufacturing and advanced packaging. SUSS contributes semiconductor process know‑how, Manz Asia brings access to panel-level packaging and established inkjet technology. Market analyses see an addressable equipment market of more than $800 million by 2030, but no concrete orders, revenue contributions or timeline were disclosed. The cooperation strengthens the Ambition‑2030 strategy and is for now a strategic positioning signal rather than a near-term earnings driver. » More on finanzen.net

Nvidia’s markedly stronger quarterly results and the continued willingness to invest in AI infrastructure are giving SUSS MicroTec a tailwind. The machinery manufacturer reported a record order intake of €410 million and an order backlog of €473.7 million for the first half of 2026, driven by the Advanced Backend Solutions segment. Management left the annual guidance unchanged, confirming revenue of €455 million. The stock has lost significant ground since the June high but remains above the spring low; technical resistance is around €82, with support at €64.25. » More on finanzen.net

The shares of SUSS MicroTec fell in places by around 0.96% amid a worldwide sell-off in the semiconductor sector. The trigger was a drop of more than 5% in the Philadelphia Semiconductor Index, which reverberated across markets in Seoul, Tokyo and Frankfurt. Rising bond yields, a higher oil price and geopolitical tensions further dampened investors’ risk appetite. Industry-wide capital outflows and costlier financing are weighing on the company’s valuation despite still-full order books. » More on finanzen.net