Riber reports 19% growth and resilient orders for H1
MBE company Riber has reported 19 percent revenue growth for the first half of 2026, supported by strong momentum in services and accessories.
At June 30, 2026, first-half revenue amounted to €12.8m, up 19 percent compared with the first half of 2025. The company reiterates that its business remains structurally seasonal, with deliveries traditionally weighted toward the second half of the year. Systems sales amounted to €7.7m, corresponding to the delivery of three machines, as in the first half of 2025. Services and accessories revenue amounted to €5.1m, up 71 percent, benefiting from a favourable basis of comparison.
In parallel, Riber is continuing to roll out ROSIE (Riber Oxide Silicon Epitaxy), its platform dedicated to the growth of functional oxides on 300 mm silicon wafers and compliant with SEMI industry standards. The second unit is scheduled to be shipped in July to a leading quantum computing player in the United States.
This platform is designed for the development of a new generation of electro-optic photonic components for telecommunications and data centre infrastructures, with applications in certain quantum architectures.
First-half 2026 revenue was generated in Europe (17 percent versus 15 percent in the first half of 2025), Asia (48 percent versus 70 percent), North America (10 percent versus 13 percent) and other countries, including Australia (24 percent versus 2 percent). This evolution reflects the diversification of the markets served.
Order book
At June 30, 2026, the total order book stood at €26.8m, representing a limited decline compared with June 30, 2025.
This trend mainly reflects the refusal of several export licenses by the French authorities, representing more than €8m in orders that could not be booked over the period. It also reflects longer decision-making and investment cycles among certain customers, whose high-volume projects remain dependent on visibility regarding demand from major cloud and artificial intelligence players.
Against this backdrop, the systems order book came to €16.5m at June 30, 2026. It includes four systems, comprising three production systems and one ROSIE platform. It does not include the order announced on July 9, 2026 for a production system in Europe, scheduled for delivery in 2027.
The services and accessories order book amounted to €10.3m, up 98 percent year-on-year. This performance reflects strong momentum in spare parts sales for recently installed production equipment. It also benefited from several upgrade orders placed by long-standing customers in North America.
Outlook
Riber says that the fundamentals of Riber’s addressable markets remain favourable, supported by accelerating investment in AI, data centres and quantum technologies. However, tighter export licensing procedures for Asia could weigh on the conversion of certain commercial opportunities.
Riber is also continuing the rollout of ROSIE. The first BTO/STO1 samples under the partnership with NQCP2 will be made available during the fourth quarter of 2026 to support the initial evaluation phases. Several laboratories and industrial partners have expressed strong interest by requesting samples.
Riber is also preparing the next stage of its roadmap with the completion, by year-end, of a dual-chamber ROSIE cluster production machine. This new configuration will enhance the platform’s appeal among industrial players, support its progression toward maturity and prepare for its commercial development.
“The structural trends underpinning our markets remain particularly favourable. Despite a more demanding environment for export licenses, Riber is continuing to execute its strategy with discipline. The next milestones in the ROSIE roadmap, with the availability of the first BTO/STO samples followed by the rollout of our cluster production platform, will create the conditions required to accelerate adoption of this technology and sustainably strengthen our positioning in the future markets for silicon-based integrated photonics. I would like to thank our shareholders for their continued trust, as their number has quadrupled over the past year,” concludes Annie Geoffroy, chair and CEO of Riber.
