(BFM Stock Exchange) – The world leader in molecular jets of epitaxy equipment has announced a new order for its Rosie system with an American customer specializing in quantum computer science. Riber jumped on the stock market after this new commercial success.
Riber sees life in pink. The French world leader in molecular jets (MBE) for the semiconductor industry is starting the week on the wheel hats on the Paris Stock Exchange, carried by a new commercial success for Rosie, its photonics platform on silicon developed by the company since 2021.
The group based in Bezons still jumped 9% to 3.40 euros around 4 p.m. This order comes from a new American customer specializing in quantum computer science, the identity of which has not been communicated.
“This order marks an important step in the development of the Rosie platform, the latest innovation of Riber,” said the group in a press release, which adds that the delivery of the system is scheduled for 2026.
“Completely automated and compatible with 300 mm silicon substrates, Rosie is a system dedicated to the growth of thin layers of oxides, including barium titanate (BTO), a strategic material for the development of integrated electro-optical modulators,” said Riber.
On the occasion of its 60th anniversary in November 2024, the group had detailed its roadmap which gave pride of place to innovative projects. Riber had unveiled his ambitions on photonics on silicon with his Rosie machine, and in quantum materials.
A first sale in June
The scholarship welcomes each announcement with unconted enthusiasm, knowing that each system represents several million euros in income. Riber did not communicate a price for Rosie but TP ICAP Midcap estimates it around 5 million euros.
In mid-June, the French SME had announced the sale of the first copy of the Rosie machine at the Danish research center Novo Nordisk Foundation Quantum Computing Program. This sale came to devote the signing of a three -year collaborative partnership with the Danish laboratory, and phase I of the deployment of the Rosie project.
“Riber intends to capitalize on the growing interest of laboratories and industrialists for this type of solutions compatible with the silicon production lines”, explained the company during this announcement.
The system will be delivered during the second half of 2025, and TP ICAP Midcap said last July that the first baryum titanate samples on silicon must be expected in 2026.
In this same note, the design office recalled that the start of phase II of Rosie should take place in early 2026 with the manufacture of Rosie 2, an optimized version for production. TP ICAP Midcap adds that sales of this system are expected from the second half of 2026, based on a need estimated at 2-3 machines per year.
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