Wafer Demand Boosts Siltronic's 2026 Sales Outlook

Siltronic AG, a prominent wafer manufacturer, reported sales of EUR 628.1 million for the first half of 2026, down from EUR 674.8 million in H1 2025. The decrease resulted from foreign exchange losses and a production line closure. Nonetheless, Q2 2026 sales rose to EUR 321.6 million, driven by a higher wafer area sold, despite minimal price or FX impacts.

Demand for 300 mm wafers remained robust, while a recovery in 200 mm wafers is anticipated in H2 2026. This demand prompted Siltronic to adjust staffing levels. The EBITDA margin stood at 21.4% in H1 2026, aligning with the company's annual target of 20-24%. Despite this, the net profit decreased to EUR -130 million, primarily due to expanded production in Singapore and a stronger euro.

Siltronic enhanced its financial standing through a capital increase, resulting in an increased equity ratio of 45.4% by June 2026. Sales in 2026 are expected to slightly decline compared to the previous year, with adjusted forecasts accounting for FX effects.