ASM International
30-Second Executive Brief
Executive Assessment
ASM International functions as a regional institution within Semiconductor Manufacturing, backed by 0% sourcing coverage, with accelerating strategic relevance.
- Maintains 3 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Semiconductor Manufacturing category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 3
- Technology Domains
- 3
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
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.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources
- Yahoo Finance — ASM International rides AI-driven deposition demand with 18-22% ALD market sharenews
- Investing.com / ASM International Q1 2026 earnings call — ASM International posts record 33.1% operating margin in Q1 2026 as AI-led demand outstrips supplymarket-data
- GlobeNewswire / ASM International Q2 2026 earnings release — ASM International Q2 2026 revenue tops €1B for the first time, but shares fall despite the recordmarket-data
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding ASM International — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Shares falling on a genuinely record quarter suggests the market had priced in an even stronger beat, or is looking past Q2 toward signs of AI capex normalization at the 3-7nm nodes ASM depends on
35% confidenceA first-ever €1B+ quarter with record free cash flow is an objectively strong result, so a negative share reaction points to expectations that had run ahead of results, or early signals in guidance/commentary about the durability of AI-driven ALD demand into 2027 -- worth tracking whether this is a one-quarter valuation reset or the start of genuine growth-rate concerns.
This is InsightNodes' own interpretive read of the gap between ASM International's record results and negative share reaction; the company's own commentary does not explicitly address why shares fell.
GlobeNewswire · Jul 28, 2026
ASM International's Timeline
A sourced, dated history of ASM International's key moments — founding to present.
Jul 2026 · Q2 2026 revenue tops €1B for the first time; raises 2027 outlook
ASM International reported second-quarter 2026 revenue of €1,003 million -- exceeding €1 billion for the first time in company history -- up 24% year-over-year at constant currency, with gross margin of 51.9%, adjusted operating margin of 33%, and record free cash flow of €355 million, driven by ALD and epitaxy equipment demand tied to AI infrastructure buildout.