Record quarter fueled by the AI momentum
ASMPT SMT Solutions, a global technology and market leader in integrated hardware and software solutions for electronics manufacturing, closed the first quarter of 2026 with the highest new order bookings ever recorded. Key drivers of this trend include significant global investments in AI infrastructure and AI server applications. Currently, the high demand for highly complex server boards in particular is leading to an increased need for SMT solutions for technologically sophisticated manufacturing processes.
New order bookings in the first quarter weremore than double of last year’s amount. Business in Asia showed particularly strong growth. The company also saw a noticeable increase in demand for SIPLACE placement solutions in the Americas and in Europe.In light of these welcome developments, ASMPT SMT Solutions expects its business to keep growing strongly for the rest of fiscal 2026.
“The dynamic growth surrounding AI server applications has exceeded our already high expectations,” explains Josef Ernst, CEO of ASMPT SMT Solutions. “Especially when it comes to the assembly of highly complex server boards, the demands on precision, process stability, and productivity are rising dramatically. It is precisely in these applications that our solutions are currently demonstrating their strengths worldwide.”
AI servers are placing new demands on electronics manufacturing.
Today, placement solutions for modern AI server boards must be capable of handling both heavy, large-format, high-performance BGAs and thousands of highly miniaturized components – down to the 016008M size – with greatreliability, precision and productivity.
The combination of ever-larger printed circuit boards, risingcomponent complexity and the highest demands on accuracy and process stability presents new challenges for SMT manufacturing. Consequently, there is a need for placement solutions that intelligently combine high speed, maximum precision, and stable processes. In this context, the interplay between integrated hardware and software, as well as global service, is becoming increasingly important.
“Today, our customers no longer evaluate individual machines alone, but rather the performance of complete solution environments,” says Josef Ernst. “Global presence, local support, and the close integration of hardware, software, and service are becoming increasingly important.”
Focus on supply chain and delivery capability
At the same time, high demand is creating new challenges for global supply chains. Geopolitical uncertainties, rising logistics costs, and the highly dynamic market are increasing pressure on supply chain, manufacturing, and service organizations. ASMPT SMT Solutions is therefore making targeted investments in expanding global delivery and service capacities to reliably support customers worldwide.
“In market phases like these, it quickly becomes clear just how resilient a manufacturer really is,” explains Josef Ernst. “Our customers rely on us to deliver and provide first-class service worldwide. Thatisexactlywhereourfocus lies rightnow.”
