ASM International NV

ASM

Equity

ISIN NL0000334118 / Valor 538608

Euronext - Euronext Amsterdam (2025-11-21)

EUR 475.30-4.58%

ASM International NV
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About company

ASM International NV is a Dutch company that specializes in supplying wafer processing equipment to leading semiconductor manufacturers, with a primary focus on thin film deposition technologies. The company designs, manufactures, and sells advanced deposition tools essential for producing semiconductor devices and integrated circuits (ICs). Additionally, ASM International provides comprehensive service and support for its equipment, ensuring that customers maintain optimal performance and efficiency in their semiconductor fabrication processes. By offering cutting-edge deposition solutions, ASM International plays a pivotal role in the semiconductor supply chain, enabling the development and manufacturing of various electronic components critical to the technology industry.

Summarized from source with an LLMView SourceSector: Technology

New Orders

New orders totaled €702.5 million in Q2 2025, representing a 4% decrease year-over-year at constant currencies and a 10% decline sequentially from Q1 2025. The decrease was primarily due to lower advanced logic/foundry orders influenced by the timing of orders.

Revenue Growth

Revenue reached €835.6 million in Q2 2025, marking a 23% increase at constant currencies compared to the same quarter last year. This growth outpaced guidance, with a 7% rise from Q1 2025, driven by strong performance in the foundry, memory, and logic segments.

Gross Profit Margin

The gross profit margin improved to 51.8% in Q2 2025 from 49.8% in Q2 2024. This improvement was supported by a favorable product and customer mix, enhanced operational efficiency, and robust sales in the Chinese market.

Operating Results

Operating profit for Q2 2025 stood at €258.5 million, with an operating margin of 30.9%. This reflects a significant year-over-year increase, driven by higher gross margins and continued cost control measures.

Net Earnings

Net earnings for Q2 2025 were €202.4 million, up from a loss of €28.9 million in the previous quarter. The reversal was partly due to the impairment reversal of €34 million from ASM's stake in ASMPT, enhancing the bottom line.

Outlook

ASM International NV expects second-half 2025 revenue to be approximately similar to the first half at constant currencies. Revenue growth for the full year is projected to be around the midpoint of the 10% to 20% guidance range, with strong demand anticipated from the advanced logic/foundry segments.

Summarized from source with an LLMView Source

Key figures

-4.25%1Y

92.4%3Y

237%5Y

Performance

41.1%1Y

40.7%3Y

42.6%5Y

Volatility