SCHMID Receives Equipment Order for Glass Substrate Facility With Annual Capacity of 70,000 Panels
Key Facts
SCHMID Group said on November 9, 2026, that it had received an order to supply processing equipment from a U.S. company working in advanced glass-based packaging, for a glass-substrate facility in South Asia. The order places the group’s equipment within a project the company describes as the region’s first advanced-packaging site built around glass substrates and 3D heterogeneous integration. SCHMID said the equipment will support key wet-processing steps in substrate manufacturing. It said these steps affect production yield, product reliability and cost. The company did not disclose the order’s value and said it would be recorded in fourth-quarter 2026 bookings.
When fully operational, the facility is designed to produce about 70,000 glass panels a year, as well as glass interposers and 3D heterogeneous-integration modules. The planned products target AI, data-center, 5G, aerospace and defense applications, according to SCHMID’s announcement. These uses link the project to demand from the computing and communications sectors for advanced-packaging technologies. However, the stated capacity is a design figure for full operation, and no timeline for reaching it was specified. The announcement also gave no schedule for the start of commercial production.
SCHMID said the customer had spent nearly two decades developing a photostructurable glass-ceramic technology and through-glass via technology. It added that the facility is moving this technology from development and pilot production to industrial manufacturing. That gives the project significance beyond equipment supply, as it is tied to an effort to scale glass-substrate production. Roland Rittmaier, SCHMID’s chief sales officer, described the project as “one of the first major steps in the industry toward high-volume manufacturing of glass substrates.” He said the company looked forward to supporting the customer from installation through large-scale production.
SCHMID says glass substrates offer greater flatness and dimensional stability than conventional organic cores, with less warpage in large packages. They also enable finer lines, higher interconnect density and improved signal integrity, according to the company. These properties are relevant to the design of large, complex electronic packages targeted by advanced-computing applications. The comparison remains part of the company’s presentation of the technology’s advantages, while the order announcement did not include independent performance results for the new facility. The government of India’s Odisha state had previously announced on April 19, 2026, the groundbreaking of a glass-substrate unit in Khurda, with a disclosed investment of 2,000 crore rupees and planned capacity of 70,000 panels a year; however, the government source does not establish that the unit is SCHMID’s customer facility.
In the context of the group’s orders, SCHMID said in an operational update during October that preliminary, unaudited bookings totaled 67.8 million euros in the third quarter of 2026, compared with 30.7 million euros in the second quarter. The company raised its full-year bookings guidance to more than 150 million euros, from a previous range of 125 million to 150 million. The new order follows that update, but the company did not specify its value or expected financial impact. SHMD shares closed at $2.46 on November 9, compared with a close of $2.15 on November 6, according to EL7 data. The approved data available here does not include verified session highs or lows.