Aixtron vs ASM International: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

ASM International ranks 41 on the AI Infra 100 with a score of 91; Aixtron ranks 44 with 91. Aixtron is ahead on production and progress. ASM International is ahead on deployment and commercials. Level on technology, positioning, firepower and leverage. Aixtron is based in Herzogenrath, Germany, ASM International in Almere, Netherlands. Aixtron is named in 182 signals and ASM International in 6.

Aixtron →

Herzogenrath, North Rhine-Westphalia, Germany · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · aixtron.com

Aixtron supplies MOCVD and CVD epitaxy systems, including the G10, G5+C and CCS platforms, used to make GaN, SiC, GaAs and InP compound-semiconductor devices.

AI Infra 100 · rank 44 · score 91

Scores, AI Core (of 10)

Deployment8
Production10
Commercials9
Progress9
Technology10
Positioning10
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

AIXTRON SE is a publicly listed German supplier of front-end MOCVD and CVD deposition systems used to manufacture compound-semiconductor devices for GaN, SiC, lasers, optical communications and LEDs. Its 2025 systems revenue was EUR 444.6 million, including EUR 254.9 million from GaN/SiC power-electronics equipment, while 2026 activity includes orders from Lumentum, Renesas and ROHM, a new Malaysia production facility, and a reported 100th G10-SiC system shipment. The company sits as a leading MOCVD supplier with named customer and research relationships including Lumentum, Renesas, ROHM, imec, MIT Lincoln Laboratory and Penn State; key disclosed institutional investors include Goldman Sachs, UBS, BlackRock and Morgan Stanley.

Latest signals

  • Aixtron SE began developing a €40 million production site in Penang, Malaysia.semiconductor-today.com
  • Aixtron SE's equipment backlog reached €456.9 million at the end of June 2026.semiconductor-today.com
  • Aixtron SE's optoelectronics equipment business became its dominant revenue driver in first-half 2026.semiconductor-today.com

182 signals name Aixtron.

Facts, with sources

  • Jochen Linck joined NextGO Epi as Operating PartnerEU-Startups
  • State-of-the-art production facility in Penang, Malaysiaaixtron.com
  • State-of-the-art production facility under construction in Penang, Malaysiaaixtron.com

116 facts on file.

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.

AI Infra 100 · rank 41 · score 91

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology10
Positioning10
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

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

6 signals name ASM International.

Facts, with sources

  • €1-10B entity-scoped semiconductor-equipment revenuesemiengineering.com — 2026-09-11
  • Record Q2 2026 revenueSemiconductor Engineering
  • Q2 2026 revenue, up 24% at constant currency year over year; record ALD salesASM release, call

14 facts on file.

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Questions this page answers

Aixtron or ASM International: which is ahead in ai core?

ASM International ranks 41 on the AI Infra 100 with a score of 91; Aixtron ranks 44 with 91. Aixtron is ahead on production and progress. ASM International is ahead on deployment and commercials. Level on technology, positioning, firepower and leverage. Aixtron is based in Herzogenrath, Germany, ASM International in Almere, Netherlands. Aixtron is named in 182 signals and ASM International in 6.

How do Aixtron and ASM International compare?

ASM International ranks 41 on the AI Infra 100 with a score of 91; Aixtron ranks 44 with 91. Aixtron is ahead on production and progress. ASM International is ahead on deployment and commercials. Level on technology, positioning, firepower and leverage. Aixtron is based in Herzogenrath, Germany, ASM International in Almere, Netherlands. Aixtron is named in 182 signals and ASM International in 6. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

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