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SÜSS MicroTec (SMHN) investor relations material
SÜSS MicroTec CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary17 Nov, 2025
Market outlook and technology trends
The global semiconductor market is projected to reach €1 trillion by 2030, driven by AI, connectivity, and a 7% CAGR, with advanced packaging and hybrid bonding blurring front-end and back-end boundaries.
Advanced backend and heterogeneous integration markets are growing rapidly, with 2.5D/3D packaging and wafer cleaning segments showing CAGRs of 14%, 32%, and advanced packaging wafers at 10%.
ESG and green process solutions are increasingly important, with active efforts to reduce product carbon footprint, harmful materials, and a net-zero emissions goal by 2050.
Geographic sales mix is diversifying, with China’s share expected to normalize to 15% by 2030, and growth anticipated in Americas, EMEA, and Southeast Asia.
Demand for both high-end and mature node photomasks is rising, supporting a hybrid strategy across technology nodes.
Strategic initiatives and product roadmap
Major new product launches are planned for 2026 and 2027, including Master Smart Cleaning, ASX 9500, GreenTech wafer cleaning, MaskTrack SMART Cleaning, and Green Track 200 LVM, targeting high-end and mature nodes.
Service business is a key focus, aiming to grow from 15–18% to 25% of sales by 2030, with high-margin service contracts, upgrades, and predictive maintenance.
Modularization, standardization, and platform strategies are being implemented to reduce complexity, improve margins, and enable scalable manufacturing.
Outsourcing, supply chain localization, and operational excellence, including a new factory in Zhubei, are being expanded to increase flexibility and cost efficiency.
R&D spend will rise to 11% of sales by 2030, with €360–380 million planned between 2026 and 2030, supporting innovation in wafer cleaning, hybrid bonding, and inkjet printing.
Financial guidance and growth targets
Sales ambition for 2030 is €750–900 million, representing a 9–13% CAGR, outpacing the 7% market growth.
Gross margin is targeted to rise from 35–37% in 2025 to 43–45% by 2030, with EBIT margin reaching 20–22%.
Service revenue is expected to reach €190–225 million by 2030, with gross profit margins of 50% in this segment.
Free cash flow is expected to triple by 2030, with operating cash flow reaching ~€100 million.
CapEx for 2026–2030 is planned at €100–120 million, including a major application center investment of around €45 million in 2027–2028.
Service business: key drivers for 25% revenue share
Green Tech wafer cleaning: path to 40% share?
Modularization: timeline for margin impact?
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Next SÜSS MicroTec earnings date
Q4 202526 Mar, 2026
Next SÜSS MicroTec earnings date
Q4 202526 Mar, 2026
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Frequently asked questions
SÜSS MicroTec SE is a supplier of equipment and process solutions for the semiconductor industry's microstructuring applications. The company's product portfolio encompasses a wide range of solutions, including backend lithography, wafer bonding, and photomask processing. These offerings cater to the critical steps in semiconductor manufacturing, enabling the production of advanced microelectronics and microelectromechanical systems. The company is headquartered in Garching bei München, Germany on the ETR.
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