Added to YB: 2025-10-16
Pitch date: 2025-10-14
SMHN.DE [bullish]
SUSS MicroTec SE
+1.37%
current return
Author Info
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Company Info
SUSS MicroTec SE, together with its subsidiaries, develops, manufactures, markets, and maintains systems to produce microelectronics, microelectromechanical systems, and related applications.
Market Cap
EUR 692.4M
Pitch Price
EUR 38.06
Price Target
N/A
Dividend
0.55%
EV/EBITDA
6.30
P/E
11.54
EV/Sales
1.25
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
SÜSS MicroTec (SMHN Germany): AI megaprojects to the rescue?
SMHN.DE (quick overview): German semicon equip maker down 33% YTD, trading at depressed multiples despite AI-driven HBM recovery setup. Core bonding segment (33% revenue) benefits from Samsung/Micron capacity expansion for AI infrastructure. 2026 temporary slowdown priced in, but NVIDIA/OpenAI megaprojects driving demand revival.
Read full article (2 min)