Q2 sales grew 18.1% yoy to € 25.4m, marking the second strong quarter this year. H1 sales of € 47.7m were up 13.3% yoy. This was carried by the demand recovery across the group's core end markets (Q1 order intake was up 80% yoy) with semiconductor solutions likely being a particularly strong driver behind this (next to MedTech and gas analysis solutions), in our view. Mind you, Nynomic does strongly benefit from current capacity investments into building out and evolving AI-related production infrastructures. For instance, LayTec's real-time metrology systems for semiconductor manufacturing, deployed in MOCVD equipment including Aixtron's, allow precise insitu process control for GaN and InP wafer production (Aixtron recently announced particularly strong order intake for such).
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