SÜSS MicroTec

SUSS MicroTec recorded order growth of almost 146% to €410m in the first half of 2026 and an order backlog of €473.7m, supported by a major order of around €115m. However, revenue fell by about 24% to €202.8m and the EBIT margin dropped to 7%; management calls it a transition year. The annual guidance (revenue €425–485m, EBIT margin 8–10%) was confirmed. Operationally there were margin improvements and positive free cash flow in Q2, but on the chart the stock remains below its 50- and 100-day lines; a trend reversal would only be confirmed if it returned above those levels. » Mais em finanzen.net

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. » Mais em 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. » Mais em finanzen.net