It would certainly be interesting to hear how the company itself views the data center and semiconductor markets and its potential within them. If only this paragraph from the CEO’s review in the Q1/2026 report could be translated into plain English with less NDA jargon:
“The role of Modulight’s own vertically integrated production facility is increasingly highlighted in the current global situation and is continuously becoming a more important competitive factor. This is reflected as a positive momentum both in discussions with pharmaceutical companies and in negotiations for other high-value application-based accounts. Our technology and unique manufacturing capabilities located in Europe have clearly strengthened our customers’ trust in us as they make development choices related to future products. The vast majority of our projects are of a nature where the customer commits to us long-term as their sole technology partner. The United States remains the company’s primary focus, and our operations there are developing strongly. We have continued preparations for local production. We see opportunities particularly in flow cytometry, microscopy, the semiconductor industry, quantum technology, and the defense industry. In all these sectors, we have globally significant companies as our customers. During the past quarter, we had very interesting start-ups, for example, from the semiconductor industry, where our lasers appear to be very well-suited.”