Gate News message, April 22 — ASM International, a Dutch chipmaking equipment maker, forecast second-quarter revenue of approximately €980 million (US$1.15 billion) on April 21, exceeding analyst estimates of €883.9 million (US$1.04 billion).
The company’s first-quarter results also surpassed forecasts, with actual revenue reaching €862.5 million (US$1.01 billion) versus the estimated €828.5 million (US$975 million). ASM’s strength reflects continued spending by chipmakers on advanced logic, foundry, and memory capacity, driven largely by AI and high-performance computing demand.
ASM holds a mid-50s percentage share of the atomic layer deposition (ALD) market, a core tool area benefiting from chipmakers’ transition to gate-all-around (GAA) transistor technology through 2026. The company is also expanding manufacturing capacity in the U.S., with a new facility in Scottsdale, Arizona, expected to begin operations in the second half of 2026, part of a broader effort to diversify supply chains and reduce tariff exposure.
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