Growth OpportunitiesComet’s entrance into advanced packaging markets with its new 3D inspection tool opens up a new growth opportunity, potentially changing profit and loss dynamics.
Market DemandGrowth is coming from rising demand for AI applications and data center expansions.
Order GrowthThe positive surprise today is the book-to-bill ratio of 1.0 in 2024, which implies orders of CHF124m in Q4, an increase vs Q3 of CHF113m.