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Home»Web3»RIBER: FIRST-HALF 2026 BUSINESS ACTIVITY Business growth, resilient order book and continued rollout of ROSIE
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RIBER: FIRST-HALF 2026 BUSINESS ACTIVITY Business growth, resilient order book and continued rollout of ROSIE

July 22, 2026No Comments6 Mins Read

BUSINESS ACTIVITY FIRST HALF 2026Business go owth, esilie to the book ad coti ued ollout of ROSIE

Bezo s, July 22, 2026 – 8:00 am – RIBER, the world’s leading molecular beam epitaxy (MBE) equipment for the semiconductor industry, had 19% growth in the first half of 2026, supported by large volumes of advertising accessories. With a commercial backbone created by stricter export conditions for Asia, the company plans to roll out its ROSIE strategic map, aimed at capturing new growth opportunities in photoicas markets.

Business activity





€m – on July 30 2026 2025 Cha ge Systems 7.7 7.8 -1% Advertising accessories services 5.1 3.0 +71% Total first half evening 12.8 10.7 +19%

As of July 30, 2026, the first half of the year amounted to €12.8 million, an increase of 19% compared to the first half of 2025. The company states that its business activities are structurally seasonal, with deliveries not yet weighted towards the second half of the year.

Sales of systems amounted to €7.7 million, together with the delivery of the machines in the first half of 2025.

Services and accessories amount to €5.1 million, an increase of 71%, thanks to a favorable compa iso basis.

In addition, RIBER is in the process of releasing ROSIE (RIBER Oxide Silico Epitaxy), its platform dedicated to the growth of fu ctio al oxides from 300mm silicon wafers conforming to SEMI fabric stages. The seco du it is expected to be shipped to a leading quatum computing company in the United States in July.

This platform is designed for the development of a new generation of elective optical photoic components for telecommunications and data with amazing applications, with applications such as tum and chitectu es.

The first half of 2026 occurred in Europe (17% vs. 15% in the first half of 2025), Asia (48% vs. 70%), North America (10% vs. 13%) and other countries, including Australia (24% vs. 2%). This evolution reflects the enormous size of the existing markets.

O the book to Rev





€m – on July 30 2026 2025 Cha ge Systems 16.5 22.5 -27% Advertising accessories services 10.3 5.2 +98% Totally out of the book 26.8 27.7 -3%

As of July 30, 2026, the total amount of the book was €26.8 million, which is a limited decrease compared to July 30, 2025.

This is mainly due to the refusal of several ex t licenses by the Fech authorities, in particular €8 million that could not be booked during the period. It also reflects the decision cycles among ce tai customers, whose high-volume projects depend on visibility, for example, from major cloud advertising and information ce players.

With this background, the systems in the book amounted to € 16.5 million on July 30, 2026. It includes four systems, which include the production systems on the ROSIE platform. It does not include the delivery on July 9, 2026 for an ap oductio system in Europe, scheduled for delivery in 2027.

The book’s services and accessories amounted to €10.3 million, up 98% year-on-year. This pe fo ma ce reflects and mome tum i spa pats sales fo ce tly i stalled p oductio equipment. It can also be applied to seven updates posted by log-sta di g custome in North America.

Outlook

The large numbers of RIBER’s valuable markets are beneficial, supported by accelerated information, data is sad quatum technologies. However, smaller export opportunities for Asia could hinder the cove sio of commercial opportunities.

RIBER is also the successor to ROSIE. The first BTO/STO1 samples of the pate sent with NQCP2 will be made available from the fourth quarter of 2026 to support the initial evaluation phases. Various labs and physical samples have been brought forward by test samples.

RIBER is also preparing the final phase of its map with the completion, yes, of a two-chamber ROSIE cluster p oductio machi e. This new co-figuration will increase the platform’s appeal in the field of dusty games, and assumes its potential for maturity and suitability for its commercial development.

Based on the visibility provided by its book and the prospects for its markets, RIBER is prepared to execute its strategy with confidence. The company will provide its full-year guidance after the half-year results.

“The structural solutions are particularly beneficial. Despite a number of requests for export licenses, RIBER is executing its strategy with discipline. The further milestones in the ROSIE roadmap, with the availability of the first BTO/STO samples, followed by the exit of our cluster p oductio platfo m, will create the conditions necessary to accelerate the adoption of this technology and sustainably position the future market for silico-based, integrated photoics. yes,” including Aie Geoff oy, Chai woma and CEO of RIBER.

Age da

The first half 2026 results will be published on September 24, 2026, before the market opens.

About RIBER

Founded in 1964, RIBER is the world leader in molecular beam epitaxy (MBE) equipment. The company designs solutions for the semicoducto i dust yad and supports its customers – and material games of esea ch labo ato ies – with an extensive arsenal of services and scientific and technical support (hadwa ead softwa e), aimed at optimizing equipment yield.

RIBER’s technologies are at the heart of the development of advanced semi-ducto devices, in particular for applications focused on artificial intelligence, data technology, telecommunications and photoics. With the launch of ROSIE (RIBER Oxide o Silico Epitaxy), a platform dedicated to silico-based integrated photoics compatible with 300mm products, RIBER opens new possibilities in high-g owth markets.

Positio-edi s ategic technology segments, RIBER also contributes to the advancement of ad qua tum technologies.

RIBER is recognized by Bpif a ce as an ‘I ovative company’. The advertisement is listed on the European foreign market (ISIN: FR0000075954).

www. ibe.com

Co-tacting

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

ACTUS FINANCES & COMMUNICATIONSCy il Combe – I vesto s elatio s | tel: +33 (0)1 53 65 37 94 | [email protected] See and others Bo i – P ess elatio s | tel: +33 (0)4 72 18 04 92 | sbo [email protected]

1 Baium Tita at Oxide (BTO) and St o tium Tita at Oxide (STO)2 Novo No disk Fou datio Qua tum Computi g P og amme

Appendix t

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Activity book business continued FIRSTHALF Growth Order Resilient RIBER Rollout ROSIE

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