News: Suppliers
22 July 2026
Riber’s revenue grows 19% in first-half 2026, driven by 71% growth in Services & Accessories
For first-half 2026, molecular beam epitaxy (MBE) system maker Riber S.A. of Bezons, France has reported revenue of €12.8m, up 19% on €10.7m in first-half 2025.
This was driven by Services & Accessories revenue rising by 71% from €3m to €5.1m.
Systems revenue was €7.7m, roughly level with first-half 2025’s €7.8m (for three machines delivered in each case). Riber reiterates that its business remains structurally seasonal, with deliveries traditionally weighted toward the second half of the year.
Of first-half 2026 revenue, Europe comprised 17% (up from 15% in first-half 2025), Asia 48% (down from 70%), North America 10% (down from 13%). Other countries (including Australia) comprised 24% (up from just 2%), reflecting diversification of the markets served.
Against a commercial backdrop marked by tighter export licensing conditions for Asia, the firm is continuing to roll out its ROSIE (Riber Oxide Silicon Epitaxy) strategic roadmap, aimed at opening up new growth opportunities in integrated photonics markets. This platform is dedicated to the growth of functional oxides on 300mm 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 USA. This platform is designed for the development of a new generation of electro-optic photonic components for telecoms and data-center infrastructures, with applications in certain quantum architectures.
Services & Accessories orders double, while Systems orders fall 27%
At end-June, the total order book was €26.8m, down 3% on €27.7m in first-half 2025.
Services & Accessories orders almost doubled from €5.2m to €10.3m. This 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.
However, Systems orders are down by 27% to €22.5m to €16.5m (comprising four systems, including three production systems and one ROSIE platform, but excluding the order announced on 9 July for a production system in Europe, scheduled for delivery in 2027).
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.
Roadmap
Riber says that the fundamentals of its addressable markets remain favorable, supported by accelerating investment in artificial intelligence, data centers and quantum technologies. However, tighter export licensing procedures for Asia could weigh on the conversion of certain commercial opportunities, it warns.
Riber is also continuing the rollout of ROSIE. The first BTO/STO (barium titanate oxide/strontium titanate oxide) samples under the partnership with NQCP (Novo Nordisk Foundation Quantum Computing Programme) will be made available during fourth-quarter 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 should 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,” believes chairwoman & CEO Annie Geoffroy. “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,” she adds. “I would like to thank our shareholders for their continued trust, as their number has quadrupled over the past year.”
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