As the 5th month of the year comes to a close, it is worth looking at this year’s outlook, based on which Canatu should sell at least two reactors (1 for semiconductors and 1 for the automotive industry). As we move further into the summer, one would certainly hope for order announcements. Otherwise, the pressure for the end of the year and potential forecast downgrades will be significant.
Key Operational Targets 2026
Semiconductor Industry
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Maintain and strengthen competitive position in CNT reactor technology and inspection membranes (pellicles)
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Complete the customer Site Acceptance Test (SAT) for the second CNT100 SEMI reactor
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Sell at least one new CNT100 SEMI reactor during 2026
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Generate recurring revenue from the sale of CNT pellicle consumables and royalty income
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Enable the parallel construction of multiple reactors
Automotive Industry
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Launch mass production of ADAS camera heaters with a leading customer
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Complete ongoing joint development programs regarding CNT conductivity and the large-scale chamber
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Advance the development of the ADAS camera heater concept with an improved material solution within the windshield glass structure
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Continue the development of full-windshield heaters and next-generation solar cells
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Sell one high-performance CNT100 HPR reactor