Executive Summary
Generated July 30, 2026
Semiconductor Manufacturing
ASM International
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Almere, Netherlands
Website
Employees
4,519 (FY2025 annual report)
Founded
1968
Listing
ASM · Euronext Amsterdam
Market Cap
EUR 35.33B
Revenue (TTM)
EUR 3.20B
Price
EUR722.6 (-17.28%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A Dutch semiconductor equipment maker specializing in atomic layer deposition (ALD), a precision manufacturing technique increasingly essential for advanced logic and memory chips as transistor geometries shrink. ASM International, which holds an 18-22% ALD market share, reported Q1 2026 revenue of €863 million at the high end of guidance (16% year-over-year growth at constant currency), with EPS of €5.01 beating forecasts by nearly 25% and a record 33.1% operating margin.
Strategic Connections
- Taiwan Semiconductor Manufacturing Company: ASM International's atomic layer deposition equipment is used in advanced logic and memory chip manufacturing.
- Applied Materials: ASM International's atomic layer deposition tools compete with Applied Materials' broader deposition equipment portfolio, though ASM specializes as a pure-play ALD leader.
- Lam Research: ASM International competes with Lam Research in deposition equipment for advanced logic and memory manufacturing.
Strategic Risks
- Revenue tied to advanced-node capital spending cycles
Future Outlook
- Growing role of ALD in next-generation transistor architectures
Sources
2 sources, 75% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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