Nov 2025 Update: https://ssl4.eir-parts.net/doc/6525/tdnet/2713062/00.pdf

Summary of Consolidated Results for 2Q FY26/3 = Quartalsende 09/25
◼ The semiconductor device market saw high levels of generation shift and capacity up investment, mainly in high-performance Logic and DRAM for generative AI applications. Investments for NAND are mainly focused on generation shift. The recovery in demand for consumer electronics, automobiles, and industrial equipment is moderate.
◼ Our 2Q revenue and profit increased due to increases in sales of equipment for NAND and upgrade modifications. Both revenue and profit exceeded our previous forecast for 1H, as some sales were moved forward from 2H.
Consolidated Earnings and Dividend Forecast for FY26/3 and Outlook for the future
◼ Although some semiconductor device manufacturers were in a transitional period for capital investment, capital investment is expected to continue for the generation shift in high-performance devices, particularly for AI-related applications, as well as expansions in production scale.
◼ Although Non-China DRAM revenue has been stronger than expected, including upgrade modifications (services), we have revised revenue and profit forecasts, based on our view that some equipment sales expected in 2H will slip into FY27/3. The dividend forecast is unchanged

Kurs profitiert von der AI-Hausse und starken Investments => 09/01/2026 neues ATH mit 35,60 Euro.

Kaufkurse ?

Mycronic wächst in Q2 deutlich (+17%) und die Auftragseingänge legen 119% zu:
"We followed up on the strong start to 2026 with an excellent second quarter. Order intake reached a new record level of SEK 2,917 million, an increase of 119 percent. All divisions posted increases, but the development was in particular driven by a stellar contribution from Global Technologies, strong development in High Volume and with Pattern Generators growing handsomely relative to a weak comparable quarter last year. Net sales increased 17 percent, equivalent to a second-best ever SEK 2,416 million, driven primarily by Global Technologies. EBIT increased to SEK 698 million, corresponding to an EBIT margin of 29 percent."
https://www.mycronic.com/news-events/our-press-releases/inte…