RIBER: FIRST-HALF 2026 BUSINESS ACTIVITY Business growth, resilient order book and continued rollout of ROSIE

by shayaan

FIRST-HALF 2026 BUSINESS ACTIVITYBusi ess g owth, esilie t o de book a d co ti ued ollout of ROSIE

Bezo s, July 22, 2026 – 8:00 am – RIBER, the global leade i molecula beam epitaxy (MBE) equipme t fo the semico ducto i dust y, epo ted 19% eve ue g owth fo the fi st half of 2026, suppo ted by st o g mome tum i se vices a d accesso ies. Agai st a comme cial backd op ma ked by tighte expo t lice si g co ditio s fo Asia, the Compa y is co ti ui g to oll out its ROSIE st ategic oadmap, aimed at ope i g up ew g owth oppo tu ities i i teg ated photo ics ma kets.

Busi ess activity





€m – at Ju e 30 2026 2025 Cha ge Systems 7.7 7.8 -1% Se vices a d accesso ies 5.1 3.0 +71% Total fi st-half eve ue 12.8 10.7 +19%

At Ju e 30, 2026, fi st-half eve ue amou ted to €12.8 millio , up 19% compa ed with the fi st half of 2025. The Compa y eite ates that its busi ess emai s st uctu ally seaso al, with delive ies t aditio ally weighted towa d the seco d half of the yea .

Systems sales amou ted to €7.7 millio , co espo di g to the delive y of th ee machi es, as i the fi st half of 2025.

Se vices a d accesso ies eve ue amou ted to €5.1 millio , up 71%, be efiti g f om a favo able basis of compa iso .

I pa allel, RIBER is co ti ui g to oll out ROSIE (RIBER Oxide Silico Epitaxy), its platfo m dedicated to the g owth of fu ctio al oxides o 300 mm silico wafe s a d complia t with SEMI i dust y sta da ds. The seco d u it is scheduled to be shipped i July to a leadi g qua tum computi g playe i the U ited States.

This platfo m is desig ed fo the developme t of a ew ge e atio of elect o-optic photo ic compo e ts fo telecommu icatio s a d data ce te i f ast uctu es, with applicatio s i ce tai qua tum a chitectu es.

Fi st-half 2026 eve ue was ge e ated i Eu ope (17% ve sus 15% i the fi st half of 2025), Asia (48% ve sus 70%), No th Ame ica (10% ve sus 13%) a d othe cou t ies, i cludi g Aust alia (24% ve sus 2%). This evolutio eflects the dive sificatio of the ma kets se ved.

O de book t e ds





€m – at Ju e 30 2026 2025 Cha ge Systems 16.5 22.5 -27% Se vices a d accesso ies 10.3 5.2 +98% Total o de book 26.8 27.7 -3%

At Ju e 30, 2026, the total o de book stood at €26.8 millio , ep ese ti g a limited decli e compa ed with Ju e 30, 2025.

This t e d mai ly eflects the efusal of seve al expo t lice ses by the F e ch autho ities, ep ese ti g mo e tha €8 millio i o de s that could ot be booked ove the pe iod. It also eflects lo ge decisio -maki g a d i vestme t cycles amo g ce tai custome s, whose high-volume p ojects emai depe de t o visibility ega di g dema d f om majo cloud a d a tificial i tellige ce playe s.

Agai st this backd op, the systems o de book came to €16.5 millio at Ju e 30, 2026. It i cludes fou systems, comp isi g th ee p oductio systems a d o e ROSIE platfo m. It does ot i clude the o de a ou ced o July 9, 2026 fo a p oductio system i Eu ope, scheduled fo delive y i 2027.

The se vices a d accesso ies o de book amou ted to €10.3 millio , up 98% yea -o -yea . This pe fo ma ce eflects st o g mome tum i spa e pa ts sales fo ece tly i stalled p oductio equipme t. It also be efited f om seve al upg ade o de s placed by lo g-sta di g custome s i No th Ame ica.

Outlook

The fu dame tals of RIBER’s add essable ma kets emai favo able, suppo ted by accele ati g i vestme t i a tificial i tellige ce, data ce te s a d qua tum tech ologies. Howeve , tighte expo t lice si g p ocedu es fo Asia could weigh o the co ve sio of ce tai comme cial oppo tu ities.

RIBER is also co ti ui g the ollout of ROSIE. The fi st BTO/STO1 samples u de the pa t e ship with NQCP2 will be made available du i g the fou th qua te of 2026 to suppo t the i itial evaluatio phases. Seve al labo ato ies a d i dust ial pa t e s have exp essed st o g i te est by equesti g samples.

RIBER is also p epa i g the ext stage of its oadmap with the completio , by yea -e d, of a dual-chambe ROSIE cluste p oductio machi e. This ew co figu atio will e ha ce the platfo m’s appeal amo g i dust ial playe s, suppo t its p og essio towa d matu ity a d p epa e fo its comme cial developme t.

Based o the visibility p ovided by its o de book a d the outlook fo its ma kets, RIBER is co ti ui g to execute its st ategy with co fide ce. The Compa y will p ovide its full-yea guida ce upo the elease of its half-yea esults.

“The st uctu al t e ds u de pi i g ou ma kets emai pa ticula ly favo able. Despite a mo e dema di g e vi o me t fo expo t lice ses, RIBER is co ti ui g to execute its st ategy with discipli e. The ext milesto es i the ROSIE oadmap, with the availability of the fi st BTO/STO samples followed by the ollout of ou cluste p oductio platfo m, will c eate the co ditio s equi ed to accele ate adoptio of this tech ology a d sustai ably st e gthe ou positio i g i the futu e ma kets fo silico -based i teg ated photo ics. I would like to tha k ou sha eholde s fo thei co ti ued t ust, as thei umbe has quad upled ove the past yea ,” co cludes A ie Geoff oy, Chai woma a d CEO of RIBER.

Age da

Fi st-half 2026 esults will be published o Septembe 24, 2026, befo e the ma ket ope s.

About RIBER

Fou ded i 1964, RIBER is the global leade fo molecula beam epitaxy (MBE) equipme t. The Compa y desig s a d ma ufactu es solutio s fo the semico ducto i dust y a d suppo ts its custome s – i dust ial playe s a d esea ch labo ato ies – with a comp ehe sive a ge of se vices a d scie tific a d tech ical suppo t (ha dwa e a d softwa e), aimed at optimizi g equipme t pe fo ma ce a d yield.

RIBER’s tech ologies a e at the co e of the developme t of adva ced semico ducto devices, pa ticula ly fo applicatio s elated to a tificial i tellige ce, data i f ast uctu e, telecommu icatio s a d photo ics. With the lau ch of ROSIE (RIBER Oxide o Silico Epitaxy), a platfo m dedicated to silico -based i teg ated photo ics compatible with 300 mm p oductio li es, RIBER is ope i g up ew oppo tu ities i high-g owth ma kets.

Positio ed i st ategic tech ology segme ts, RIBER also co t ibutes to adva ces i esea ch a d qua tum tech ologies.

RIBER is ecog ized as a ‘I ovative Compa y’ by Bpif a ce” a d is listed o the Eu o ext G owth Pa is ma ket (ISIN: FR0000075954).

www. ibe .com  

Co tacts

RIBERA ie Geoff oy | tel : +33 (0)1 39 96 65 00 | i vest@ ibe .com

ACTUS FINANCE & COMMUNICATIONCy il Combe – I vesto s elatio s | tel : +33 (0)1 53 65 37 94 | [email protected] Se e a Bo i – P ess elatio s | tel : +33 (0)4 72 18 04 92 | sbo [email protected]

1 Ba ium Tita ate Oxide (BTO) et St o tium Tita ate Oxide (STO)2 Novo No disk Fou datio Qua tum Computi g P og amme

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