{"title":"ASM International vs Lam Research: Deposition, etch & metrology compared","url":"https://www.frontiertechintelligence.com/compare/asm-international-vs-lam-research","comparison":"Lam Research ranks 32 on the AI Infra 100 with a score of 93; ASM International ranks 41 with 91. ASM International is ahead on technology and positioning. Lam Research is ahead on production, progress, firepower and leverage. Level on deployment and commercials. ASM International is based in Almere, Netherlands, Lam Research in Fremont, United States. ASM International is named in 6 signals and Lam Research in 38.","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":"Lam Research","url":"https://www.frontiertechintelligence.com/companies/lam-research","city":"Fremont","country":"United States","stage":null,"founded":null,"last_round":null,"positioning":"The etch and deposition leader for memory (NAND, DRAM, HBM) and gate-all-around logic; the equipment name most exposed to the memory capacity cycle that AI has restarted.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":32,"score":93,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"why":"Lam Research develops and supplies semiconductor manufacturing equipment, including atomic layer deposition, plasma processing, wafer recovery, and related process-control technologies used in high-volume fabs.","segment":"Deposition, etch & metrology","layer":"Semiconductor equipment, materials & critical inputs"},"signals_total":38,"facts_total":16}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}