InsightNodes

Executive Summary

Generated July 30, 2026

Semiconductor Manufacturing

ASM International

Medium65% confidenceProfile verified Jul 15, 2026

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

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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