Siltronic AG Announces 2026 Financial Outlook Amid Market Challenges

Siltronic AG, a prominent player in the wafer manufacturing sector, has released its financial guidance for the year 2026. The company anticipates a decrease in group sales, projecting them to fall within the mid-single-digit percentage range below the 2025 preliminary total of EUR 1,347 million. This forecast is based on an assumed exchange rate of EUR/USD 1.18.

The Executive Board anticipates ongoing market challenges, notably adverse exchange rate impacts and pricing pressures outside long-term agreements. Furthermore, a decline in 200 mm wafer demand is expected due to inventory reductions by clients in the power segment. The SD line closure is also projected to influence annual financial outcomes.

Despite these hurdles, growth in the 300 mm wafer segment driven by AI end markets offers some positive trends. Yet, the company notes that improvements in the memory segment are not fully reflected in the wafer industry. EBITDA margin is anticipated between 20 and 24 percent, with depreciation increasing significantly due to 300 mm business investments.