{"title":"ASM International vs Lasertec: Deposition, etch & metrology compared","url":"https://www.frontiertechintelligence.com/compare/asm-international-vs-lasertec","comparison":"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.","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":"Lasertec","url":"https://www.frontiertechintelligence.com/companies/lasertec","city":"Yokohama","country":"Japan","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":27,"score":94,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":8,"firepower":10,"commercial":10,"deployment":10,"production":6,"technology":10},"why":"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.","segment":"Deposition, etch & metrology","layer":"Semiconductor equipment, materials & critical inputs"},"signals_total":5,"facts_total":7}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}