Dick Ryan's questions to SONO TEK (SOTK) leadership • Q4 2025
Question
Questioned the source of growth in the medical market, asking if it was a geographical shift away from China. Also inquired how Sonotech is seeing positive momentum in the semiconductor market despite broader industry weakness and asked about the ownership of the wafer-handling technology.
Answer
The company confirmed medical growth is coming from the US and EU, which demand more complex and higher-margin systems than the previously dominant China market. In semiconductors, their progress is due to offering unique coating solutions for niche applications that competitors cannot. They have partnered with another company for robotic wafer handling, which allows them to bid for larger, more integrated fab systems, though bringing the technology in-house is a future possibility.