{"title":"ASM International vs Tokyo Electron: Deposition, etch & metrology compared","url":"https://www.frontiertechintelligence.com/compare/asm-international-vs-tokyo-electron","comparison":"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.","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":"Tokyo Electron","url":"https://www.frontiertechintelligence.com/companies/tokyo-electron","city":"Tokyo","country":"Japan","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":70,"score":87,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":8,"progress":8,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":8},"why":"Tokyo Electron supplies semiconductor manufacturing equipment, including etch, deposition, cleaning, coating and inspection systems for advanced processors and memory.","segment":"Deposition, etch & metrology","layer":"Semiconductor equipment, materials & critical inputs"},"signals_total":9,"facts_total":5}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}