{"title":"Aixtron vs ASM International: Deposition, etch & metrology compared","url":"https://www.frontiertechintelligence.com/compare/aixtron-vs-asm-international","comparison":"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.","companies":[{"name":"Aixtron","url":"https://www.frontiertechintelligence.com/companies/aixtron","city":"Herzogenrath","country":"Germany","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":44,"score":91,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":10,"progress":9,"firepower":8,"commercial":9,"deployment":8,"production":10,"technology":10},"why":"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.","segment":"Deposition, etch & metrology","layer":"Semiconductor equipment, materials & critical inputs"},"signals_total":182,"facts_total":116},{"name":"ASM International","url":"https://www.frontiertechintelligence.com/companies/asm-international","city":"Almere","country":"Netherlands","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":41,"score":91,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":10,"progress":8,"firepower":8,"commercial":10,"deployment":10,"production":8,"technology":10},"why":"ASM International supplies wafer-processing equipment, mainly atomic layer deposition (ALD) and epitaxy systems, for advanced logic and memory manufacturing.","segment":"Deposition, etch & metrology","layer":"Semiconductor equipment, materials & critical inputs"},"signals_total":6,"facts_total":14}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}