SCHMID Group Secures Major AI Server Equipment Orders, Boosting Stock and Industry Outlook
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Why Is SCHMID Group Stock Gaining Wednesday? - Schmid Group (NASDAQ:SHMD)
SCHMID Group (NASDAQ:SHMD), a global leader in equipment for Printed Circuit Board (PCB) and IC substrate manufacturing, scored a major victory this week with two significant orders for AI server applications. The announcement on Wednesday sent shares soaring as investors reacted to the company's expanded role in cutting-edge AI hardware production, signaling strong confidence in SCHMID's technology and growth potential. The company will supply a full wet-process setup, including its V+ and H+ systems, for one client, while another project involves providing technically critical horizontal H+ machines. Also Read: Jabil Projects Strong 2026 After CEO Points To Robust AI-Driven Demand One customer has also entrusted SCHMID Group with managing an entire production line, highlighting trust in its technology and services. AI servers require high-bandwidth memory stacks and co-packaged optics, boosting the need for sophisticated IC-substrate and PCB solutions. SCHMID's V+, H+, and C+ systems are built to deliver precision, scalability, and support for next-generation AI server designs, giving it a competitive edge. Executive Commentary Roland Rettenmeier, Chief Sales Officer of SCHMID Group, said, "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." He noted that AI server boards have short lifecycles of 18-24 months, creating recurring demand for advanced PCB solutions. Securing these projects positions SCHMID Group at the center of the rapidly expanding AI hardware market. Each new generation of AI server boards demands more layers, smaller features, and new materials, where SCHMID's equipment provides a clear advantage and strengthens long-term market relevance. Industry Growth Forecasts AI adoption is fueling unprecedented demand for high-performance electronics. IDC projects the semiconductor industry will hit $785.5 billion in 2025 and could surpass $1.1 trillion by 2029. TrendForce forecasts global AI server shipments will rise 24.3% in 2025, powered by North American cloud providers and sovereign cloud initiatives in Europe and the Middle East. Related exchange-traded funds include the VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX). Price Action: SHMD shares were trading higher by 4.71% to $4.220 premarket at last check Wednesday. Read Next: Alibaba Unveils Next-Gen AI Models To Rival GPT-5 Photo by DC Studio via Shutterstock SHMDSchmid Group NV$4.132.48%OverviewNVDANVIDIA Corp$181.260.06%SMHVanEck Semiconductor ETF$343.05-0.65%SOXXiShares Semiconductor ETF$288.19-1.08%TSMTaiwan Semiconductor Manufacturing Co Ltd$292.90-0.55%Market News and Data brought to you by Benzinga APIs
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SCHMID Group secures major orders for AI server (SHMD:NASDAQ)
Create a free Seeking Alpha account to access breaking news and valuable research tools " * SCHMID Group (NASDAQ: NASDAQ:SHMD) announced the successful acquisition of two significant orders in the fast-growing field of PCB for artificial intelligence (AI) server applications. * The orders have reflected the company's strengthening role in advancing electronics manufacturing in response to unprecedented AI-driven demand. * According to IDC, the semiconductor industry will reach $785.5B in revenue in 2025, with an accelerated trajectory toward $1.1T by 2029, fueled by AI adoption. * Global AI server shipments will grow 24.3% YoY in 2025. More on SCHMID Group N.V. Today's chaos. Tomorrow's opportunity Seeking Alpha helps you make sense of the headlines. New! Get unlimited breaking stock news for free -- so you can stay on track for a stronger financial future.
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SCHMID Group lands two significant orders for AI server PCB manufacturing, highlighting the company's growing role in advanced electronics production. The news sends stock soaring and underscores the booming demand in the AI hardware market.
SCHMID Group's AI Server Equipment Breakthrough
SCHMID Group (NASDAQ:SHMD), a global leader in Printed Circuit Board (PCB) and IC substrate manufacturing equipment, has secured two significant orders for AI server applications, marking a major milestone in the company's growth trajectory
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. The announcement on Wednesday sent SCHMID's stock soaring by 4.71% in premarket trading, reflecting strong investor confidence in the company's technology and growth potential1
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Source: Benzinga
Order Details and Technological Edge
The first order involves supplying a complete wet-process setup, including SCHMID's advanced V+ and H+ systems. The second project focuses on providing technically critical horizontal H+ machines
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. Notably, one customer has entrusted SCHMID Group with managing an entire production line, underscoring the industry's trust in the company's technology and services.SCHMID's V+, H+, and C+ systems are specifically designed to deliver precision, scalability, and support for next-generation AI server designs. This technological edge positions the company favorably in the rapidly expanding AI hardware market, where demand for high-bandwidth memory stacks and co-packaged optics is surging
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.Market Dynamics and Growth Projections
The AI server market is experiencing unprecedented growth, driven by the increasing adoption of artificial intelligence technologies. According to IDC projections, the semiconductor industry is expected to reach $785.5 billion in revenue by 2025, with potential to surpass $1.1 trillion by 2029
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.TrendForce forecasts a 24.3% year-over-year growth in global AI server shipments for 2025, primarily driven by North American cloud providers and sovereign cloud initiatives in Europe and the Middle East
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.Related Stories
Industry Implications and SCHMID's Position
Roland Rettenmeier, Chief Sales Officer of SCHMID Group, emphasized the significance of these orders, stating, "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"
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.The short lifecycle of AI server boards, typically 18-24 months, creates a recurring demand for advanced PCB solutions. This dynamic market environment, coupled with the increasing complexity of AI hardware requirements, positions SCHMID Group at the forefront of technological innovation in the sector
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.As the AI hardware landscape continues to evolve, with each new generation demanding more layers, smaller features, and new materials, SCHMID's advanced equipment provides a clear advantage, solidifying the company's long-term market relevance and growth prospects in the burgeoning AI-driven semiconductor industry.
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