The Frontier Leaders · AI Infra 100 · ASM International

ASM International

Almere, Flevoland, Netherlands · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · asm.com

ASM International supplies wafer-processing equipment, mainly atomic layer deposition (ALD) and epitaxy systems, for advanced logic and memory manufacturing.

Positioning

ASM International is a publicly listed Dutch semiconductor-equipment company focused on atomic-layer deposition, epitaxy and related wafer-processing systems, with its strongest position in leading-edge logic/foundry and advanced DRAM/HBM production. Entity-scoped equipment revenue reached €3.17 billion in 2025, Q2 2026 revenue reached a record €1.003 billion, and ASM opened a US$100 million Hwaseong, South Korea innovation and manufacturing center in December 2025. Its distinguishing strength is expanding ALD and Epi content at 2nm and 1.4nm nodes, while open questions include customer concentration, China export-control exposure and the pace at which HBM and advanced-logic wins convert into sustained volume.

Latest signals

  • ASM awarded a scholarship to a South Korean semiconductor student.The Elec
  • Researchers at imec, KU Leuven, and ASM published a technical paper on TMD-based MOS structures charge components.Semiconductor Engineering
  • ASM International reported record Q2 revenue of €1.003 billion.Semiconductor Engineering
  • Cornell University researchers developed 3D imaging to detect atomic-scale defects in integrated circuits.Electronics Weekly
  • Cornell University, ASM, and TSMC published a 3D electron-ptychography metrology study for GAAFETs.Semiconductor Engineering

6 signals name ASM International. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • €1-10B entity-scoped semiconductor-equipment revenueRevenue band · semiengineering.com — 2026-09-11
  • Record Q2 2026 revenueRevenue · Semiconductor Engineering
  • Q2 2026 revenue, up 24% at constant currency year over year; record ALD salesRevenue · ASM release, call
  • Chris Figee expected to join as CFO in December 2026, subject to shareholder approvalSenior hire · asm.com

14 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology10
Positioning10
Firepower8
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Deposition, etch & metrology

11Applied Materials · 9817KLA · 9627Lasertec · 9432Lam Research · 9344Aixtron · 90.570Tokyo Electron · 87

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does ASM International do?

ASM International supplies wafer-processing equipment, mainly atomic layer deposition (ALD) and epitaxy systems, for advanced logic and memory manufacturing. ASM International is a publicly listed Dutch semiconductor-equipment company focused on atomic-layer deposition, epitaxy and related wafer-processing systems, with its strongest position in leading-edge logic/foundry and advanced DRAM/HBM production. Entity-scoped equipment revenue reached €3.17 billion in 2025, Q2 2026 revenue reached a record €1.003 billion, and ASM opened a US$100 million Hwase

Where does ASM International rank in ai core?

ASM International ranks 41 of 100 on the AI Infra 100 (November 2026 edition) with a score of 91 out of 100, in Deposition, etch & metrology (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.

Who are ASM International's peers in Deposition, etch & metrology?

Applied Materials (rank 11), KLA (rank 17), Lasertec (rank 27), Lam Research (rank 32), Aixtron (rank 44), Tokyo Electron (rank 70).

Where is ASM International based and when was it founded?

ASM International is based in Almere, Flevoland, Netherlands.

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