Mycronic secured another SLX order as photomask investment remained resilient. The $5m–$7m system will support mature-node semiconductor production as mask suppliers replace ageing equipment and add capacity.
Cicor’s first-half orders climbed as European defence electronics demand strengthened. Order intake reached CHF399.8m, while acquisition integration, component constraints, and production transfers continued to weigh on margins and working capital.
Keiron raised fresh capital to industrialise laser-based solder-paste printing systems. The €20.7m round will expand HF2 production as manufacturers pursue faster changeovers, tighter deposition control, and fewer stencil-dependent process steps.
Thales recorded stronger first-half orders as defence electronics demand accelerated. Order intake reached €12.47bn, supported by radar, communications, surveillance, aerospace, and space programmes across Europe and international markets.
STMicroelectronics returned to revenue growth as semiconductor demand continued recovering. Second-quarter sales reached $3.49bn, while improving bookings, lower distributor inventories, and rising AI infrastructure demand supported a stronger outlook.