News: Suppliers
3 February 2026
Riber’s full-year 2025 revenue falls by 2% to €40.3m, but second-half up 7% year-on-year
For full-year 2025, molecular beam epitaxy (MBE) system maker Riber S.A. of Bezons, France has reported revenue of €40.3m, down 2% on 2024’s €41.2m. However, second-half 2025 revenue was €29.5m (up 7% on second-half 2024’s €27.4%), whereas first-half 2025 revenue was just €10.7m (down 22% on first-half 2024’s €13.7m).
This reflects both the continued strong activity in production systems and the gradual ramp-up of ROSIE (Riber Oxide on SIlicon Epitaxy), the new MBE platform dedicated to silicon photonics.
MBE systems revenues was €30.9m for full-year 2025, stable compared with 2024’s €31m. This corresponds to the invoicing of 12 machines, including nine production systems, as well as the delivery of the first ROSIE platform. The first two ROSIE systems were ordered in 2025, confirming growing industrial interest in MBE solutions compatible with 300mm production lines.
Services & Accessories revenue was €9.4m, down 8% on 2024’s €10.2m, due in particular to budgetary restrictions in the USA, but showed a recovery in second-half 2025 (up 8.5%).
Of total revenue for full-year 2025 (compared with 2024), Asia comprised 39.7% (down from 57.3%), while Europe comprised 45.1% (up from 35.7%) and North America 15.2% (up from 7.1%), reflecting increased diversification of the markets served.
Order book grows by 24%
Despite a particularly high level of deliveries at year-end, the order book at end-December 2025 was €26.9m, up 24% from €21.7m at end-2024.
Specifically, MBE Systems orders grew by 22% from €16.7m to €20.3m (comprising six systems, including four production machines and one ROSIE platform). This does not include the order announced on 19 January for a production system in Japan, scheduled for delivery this year. Services & Accessories orders grew by 31% 31% from €5m to €6.6m.
Riber notes that certain commercial opportunities, representing a cumulative amount of €4m, were subject to export license refusals during 2025.
Return to annual revenue growth expected for 2026
Riber says that, against a backdrop of large-scale investment programs in artificial intelligence, data infrastructure and quantum technologies, it is benefiting from a pioneering technological positioning at the core of the semiconductor value chain.
For 2026, Riber expects:
- continued strong demand, driven by the need for MBE production systems for quantum dot lasers used in data centers;
- the industrialization and gradual ramp-up of the ROSIE platform, which it describes as a breakthrough technology for silicon-based integrated photonics, addressing high-potential markets. In 2026, the manufacturing of ROSIE 2 (the dual-chamber version) as well as the availability — within the framework of the partnership with the Denmark-based Novo Nordisk Foundation Quantum Computing Programme (NQCP, a research initiative launched by the Novo Nordisk Foundation in collaboration with the Niels Bohr Institute at the University of Copenhagen) — of the first samples of barium titanate (BTO)/strontium titanate (STO) thin films on silicon wafers for the scientific and industrial community, will represent a key milestone in Riber’s technological roadmap.
Given the visibility provided by the order book, and subject to obtaining the export licenses required to materialize the identified opportunities in its systems and services businesses, the firm targets revenue growth in 2026 compared with 2025.
Riber will announce its full-year 2025 earnings on 8 April.
QD Laser orders Riber MBE 6000 to scale quantum dot laser production for datacoms
European firm orders two Riber MBE 6000 production systems
Riber partners with Denmark’s NQCP, initiating phase II of ROSIE
