Joe Montano, President and CEO, Delphon

As Delphon enters 2026, the company is at a true inflection point — driven by execution, not ambition alone. Over the past several years, we've deliberately expanded beyond our historical niches to position Delphon deeper in the semiconductor value chain. That strategy is now translating into tangible growth opportunities.

We are actively expanding into front-end and test-related semiconductor applications with universal carrier solutions and advanced materials that address real manufacturing pain points. As the industry accelerates toward advanced packaging, chiplet architectures, and AI-driven devices, flexibility and reliability in device handling and test have become critical. That's where Delphon consistently delivers value.

Our roadmap is centered on universal carriers and novel materials that reduce complexity in high-mix, high-volume environments. Gel-Pak's textured universal chip carrier exemplifies this approach — eliminating the need for custom trays while supporting diverse device geometries and seamless automation. These solutions materially improve efficiency, scalability, and total cost of ownership for our customers.

Operational discipline remains a cornerstone of our strategy. In the face of ongoing global trade and tariff uncertainty, we've proactively optimized our manufacturing footprint and supply chain to ensure resilience, continuity, and competitive pricing.

We're also leveraging automation and AI across R&D, manufacturing, and quality functions — not as buzzwords, but as practical tools to move faster, scale intelligently, and maintain the reliability our customer's demand.

With a highly aligned leadership team and a clear focus on innovation, execution, and culture, Delphon is well-positioned for its next phase of growth. We're not chasing trends — we're building durable capabilities that allow our customers to move faster and with confidence in the most critical environments.