{"title":"ASM International vs KLA: Deposition, etch & metrology compared","url":"https://www.frontiertechintelligence.com/compare/asm-international-vs-kla","comparison":"KLA ranks 17 on the AI Infra 100 with a score of 96; ASM International ranks 41 with 91. KLA is ahead on firepower and leverage. Level on deployment, production, commercials, progress, technology and positioning. ASM International is based in Almere, Netherlands, KLA in Milpitas, United States. ASM International is named in 6 signals and KLA in 17.","companies":[{"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},{"name":"KLA","url":"https://www.frontiertechintelligence.com/companies/kla","city":"Milpitas","country":"United States","stage":null,"founded":null,"last_round":null,"positioning":"The process-control (inspection and metrology) monopoly of the equipment layer, roughly 7.5 times its nearest competitor; benefits from rising process-control intensity in leading-edge logic, HBM and advanced packaging.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":17,"score":96,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":8,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":10},"why":"KLA supplies semiconductor inspection, metrology and process-control equipment, including the Surfscan SP A2 system, to chip and wafer manufacturers.","segment":"Deposition, etch & metrology","layer":"Semiconductor equipment, materials & critical inputs"},"signals_total":17,"facts_total":10}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}