ASM International vs Tokyo Electron: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

ASM International ranks 41 on the AI Infra 100 with a score of 91; Tokyo Electron ranks 70 with 87. ASM International is ahead on technology and positioning. Tokyo Electron is ahead on firepower. Level on deployment, production, commercials, progress and leverage. ASM International is based in Almere, Netherlands, Tokyo Electron in Tokyo, Japan. ASM International is named in 6 signals and Tokyo Electron in 9.

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.

Tokyo Electron →

Tokyo, Tokyo, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · tel.com

Tokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory.

AI Infra 100 · rank 70 · score 87

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology8
Positioning8
Firepower10
Leverage8

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

Positioning

Japan's largest equipment maker and one of the four global leaders in deposition, etch, coater/developer and cleaning; a supplier to every leading fab and a partner of Nvidia on AI-driven fab automation.

Latest signals

  • SK hynix held its first Japan Partners Day to strengthen semiconductor technology and supply-chain cooperation.ZDNet Korea
  • Advantest and Tokyo Electron dragged Japan’s Nikkei down 0.8% for a third consecutive session.International Business Times Australia
  • Nikkei 225 fell to 62,907.84 as SoftBank, Tokyo Electron, and Advantest declined.BBN Times

9 signals name Tokyo Electron.

Facts, with sources

  • >500mTokyo Electron IR
  • Expanded Nvidia collaboration for agentic AI and roboticsTokyo Electron IR
  • Integrated test cell solution with Teradyne to enable production-scale known good device testing for advanced AI and data center device packagingTeradyne

5 facts on file.

More comparisons

Questions this page answers

ASM International or Tokyo Electron: which is ahead in ai core?

ASM International ranks 41 on the AI Infra 100 with a score of 91; Tokyo Electron ranks 70 with 87. ASM International is ahead on technology and positioning. Tokyo Electron is ahead on firepower. Level on deployment, production, commercials, progress and leverage. ASM International is based in Almere, Netherlands, Tokyo Electron in Tokyo, Japan. ASM International is named in 6 signals and Tokyo Electron in 9.

How do ASM International and Tokyo Electron compare?

ASM International ranks 41 on the AI Infra 100 with a score of 91; Tokyo Electron ranks 70 with 87. ASM International is ahead on technology and positioning. Tokyo Electron is ahead on firepower. Level on deployment, production, commercials, progress and leverage. ASM International is based in Almere, Netherlands, Tokyo Electron in Tokyo, Japan. ASM International is named in 6 signals and Tokyo Electron in 9. 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.

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