SHMD rose after a Seoul Economic Daily report that Nvidia, AMD, and Intel are examining glass substrate technology for next-gen chips. Schmid says it is engaging major supply-chain players and aiding commercialization of glass core substrates. If these talks translate into contracts, SHMD could benefit from broader adoption of advanced packaging and memory density gains.
Schmid Group N.V. reported H1 2026 revenue of €46.0 million, up from €16.9 million, with a 21.2% gross margin and narrowing adjusted EBITDA loss to €0.6 million, though net loss rose to €47.8 million due to non-cash items. The company reaffirmed 2026 revenue above €100 million and €125-€150 million in indicative orders, aided by a pickup in Q2 orders across China and other markets.
Schmid raised its 2026 order intake guidance to €125-130m, signaling stronger momentum. Q2 revenue was €27.7m on €30.7m new orders, with year-to-date orders at €81.6m and a €54.8m backlog. The company sticks to >€100m revenue and EBITDA margin >12% for 2026, with H1 results due by Aug 25.
Schmid Group's shares have dropped 11.3% to $5.65 due to bearish trading signals and macroeconomic pressures. With key resistance at $6.00 and support at $5.50, traders should monitor these levels closely as further downside could develop if support breaks.
SCHMID Group has landed a significant purchase order from a leading Chinese PCB manufacturer for HDI multilayer production equipment targeting AI and HPC markets. This positions SHMD favorably amid a growing demand for advanced manufacturing technologies in the AI infrastructure sector.