ASM International NV
AEX:ASM
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ASM International NV
AEX:ASM
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ASM International NV
ASM International makes equipment used in semiconductor fabs to build tiny layers of material on computer chips. Its main products are deposition tools, especially atomic layer deposition systems and related equipment used for forming thin films in advanced chip manufacturing. Its customers are chipmakers such as foundries, logic manufacturers, and memory producers that need very precise process tools. ASM earns money by selling these machines, along with spare parts, service, upgrades, and other support that keep the tools running inside the factory. What makes ASM different is its role in one of the hardest steps in chip production: placing material layer by layer with extreme precision. That makes it a specialized supplier to the semiconductor equipment chain, with demand tied to new chip designs and the need for smaller, more complex transistors.
ASM International makes equipment used in semiconductor fabs to build tiny layers of material on computer chips. Its main products are deposition tools, especially atomic layer deposition systems and related equipment used for forming thin films in advanced chip manufacturing.
Its customers are chipmakers such as foundries, logic manufacturers, and memory producers that need very precise process tools. ASM earns money by selling these machines, along with spare parts, service, upgrades, and other support that keep the tools running inside the factory.
What makes ASM different is its role in one of the hardest steps in chip production: placing material layer by layer with extreme precision. That makes it a specialized supplier to the semiconductor equipment chain, with demand tied to new chip designs and the need for smaller, more complex transistors.
Revenue beat: ASM reported Q2 revenue of EUR 1 billion, above guidance of EUR 980 million, helped by record ALD sales and very strong spares and services demand.
Margins stayed strong: Gross margin came in at 51.9%, adjusted operating margin was 33%, and management said full-year gross margin should be around 51%.
Outlook improved: The company expects Q3 revenue of EUR 1.1 billion and said second-half revenue should rise by over 20% versus the first half at constant currency.
2027 confidence rose: Management said 2027 revenue should exceed the top end of its EUR 3.7 billion to EUR 4.6 billion range, citing early customer visibility and strong order momentum.
AI and leading edge drive growth: Demand was strongest in advanced logic/foundry, especially 2-nanometer, 3-nanometer to 7-nanometer, and the first meaningful 1.4-nanometer contributions.
Cash generation was excellent: Free cash flow hit a record EUR 355 million, cash ended at EUR 1.2 billion, and the company plans a EUR 150 million buyback starting in the second half.
