ASM International NV
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ASM International NV
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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: ASM reported Q1 2026 revenue of EUR 863 million, landing at the high end of guidance and up 16% year-on-year at constant currency.
Margins: Gross margin was very strong at 53.3%, helped by mix, China rebound, and cost reductions, while operating margin reached a record 33.1%.
Outlook: Management guided Q2 revenue to EUR 980 million plus or minus 5% and said second-half revenue should be higher than the first half, implying 2026 will be a strong year.
AI Demand: The company said AI remains the main driver of semiconductor demand, with strength broadening into advanced logic, mature logic, memory, and power.
China: China was strong in Q1, but management said the business should be more first-half weighted in 2026, with second-half visibility still less clear.
Capacity Pressure: Demand is running ahead of supply-chain capacity, pushing lead times higher and making execution a major focus for the rest of the year.
