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Investing.com -- SUSS Microtec shares fell 5% on Tuesday after the company presented its growth strategy through 2030 at a Capital Markets Day event.
The semiconductor equipment manufacturer outlined three new segments expected to drive significant growth over the next five years. The first is wafer cleaning, where SUSS plans to introduce its GreenTrack system using water and environmentally friendly fluids instead of harmful chemicals.
The company aims to launch a 200mm solution in 2026 for MEMS, RF, and Power segments, followed by a 300mm solution for memory and logic applications.
The second growth segment is hybrid bonding, where SUSS anticipates initial opportunities in surface preparation solutions before expanding to complete die-to-wafer and wafer-to-wafer hybrid bonding systems.
The third segment is inkjet technology, which SUSS believes has significant potential in additive manufacturing, potentially replacing traditional fabrication techniques in certain applications. Inkjet coating is also expected to replace spin coating in panel-based packaging such as TSMC’s CoPoS.
SUSS also highlighted its position as the sole supplier of full-field UV scanners, primarily to TSMC for its CoWoS process. A new system planned for 2026 will offer lower resolutions while being designed to pattern TSMC’s 310mmX310mm panel dimensions for CoPoS packaging, expected to enter volume production in 2028.
Additionally, the company plans to launch two photomask cleaners in 2026: the mid-range ASx 9500 for photomasks with 90nm to 38nm resolution, and the high-end MaskTrack SMART CL for masks from 32nm to the A14 and lower nodes using high-NA EUV systems. SUSS expects its photomask cleaning orders in China to strengthen next year following the introduction of the ASx 9500.
The company projects gross margins to improve to 43-45% by 2030 from 35-37% in 2025, with revenue growth of 9-13% and a slower rise in SG&A expenses driving EBIT margins to 20-22% from 11-13% in 2025. SUSS models this to translate to earnings per share of €6.5 by 2030, with cash flow per share of €4.7.
Orders are guided to rise significantly in Q4 2025, according to the company’s presentation.
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