The brief

Analyst view

• Twist manufactures synthetic DNA on silicon chips at scale. Q3 FY2026 revenue: $56.6M, up 39% YoY.
• Main growth driver: AI-enabled drug discovery, triple-digit growth in FY2026 vs FY2025.
• Market leader in synthetic DNA supply for research and drug discovery.

Technical approach

As reported

Silicon microfluidics

DNA written on silicon chips

Microfluidic channels etched into silicon perform DNA synthesis in parallel. Faster and higher-quality than plastic wells.

High-throughput chemistry

Millions of reactions in parallel

Twist synthesizes millions of DNA sequences simultaneously using proprietary chemistry at microscale.

Integrated portfolio

DNA plus downstream tools

Twist sells genes, oligonucleotide pools, NGS tools, and antibody discovery libraries.