ASM International vs Lasertec: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

Lasertec ranks 27 on the AI Infra 100 with a score of 94; ASM International ranks 41 with 91. ASM International is ahead on production. Lasertec is ahead on firepower and leverage. Level on deployment, commercials, progress, technology and positioning. ASM International is based in Almere, Netherlands, Lasertec in Yokohama, Japan. ASM International is named in 6 signals and Lasertec in 5.

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.

Lasertec →

Yokohama, Kanagawa, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lasertec.co.jp

Lasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment.

AI Infra 100 · rank 27 · score 94

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

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

Positioning

The sole supplier of EUV mask blank and pattern inspection systems (ACTIS, ABICS) and EUV pellicle inspection; every EUV mask passes its tools, which pairs it with ASML as the second one-of-one in lithography.

Latest signals

  • Lasertec reported weaker semiconductor sales while FY2027 order expectations strengthened.TradingView
  • Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView
  • Lasertec Corporation provided consolidated earnings guidance for fiscal year 2027.www.marketscreener.com

5 signals name Lasertec.

Facts, with sources

  • >500mLasertec consolidated results
  • JPY 230500000000Lasertec consolidated results
  • Lasertec raised its FY6/2026 order outlook to JPY 200-240bn from JPY 170-220bn; nine-month sales were JPY 169.5bn and operating profit JPY 78.1bn.s.kabutan.jp

7 facts on file.

More comparisons

Questions this page answers

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

Lasertec ranks 27 on the AI Infra 100 with a score of 94; ASM International ranks 41 with 91. ASM International is ahead on production. Lasertec is ahead on firepower and leverage. Level on deployment, commercials, progress, technology and positioning. ASM International is based in Almere, Netherlands, Lasertec in Yokohama, Japan. ASM International is named in 6 signals and Lasertec in 5.

How do ASM International and Lasertec compare?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; ASM International ranks 41 with 91. ASM International is ahead on production. Lasertec is ahead on firepower and leverage. Level on deployment, commercials, progress, technology and positioning. ASM International is based in Almere, Netherlands, Lasertec in Yokohama, Japan. ASM International is named in 6 signals and Lasertec in 5. 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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