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ASM International (ASM) investor relations material
ASM International Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary23 Sep, 2025
Strategic priorities and growth outlook
Targeting revenue of over €5.7 billion by 2030 with a minimum 12% CAGR, outpacing the WFE market's 6% CAGR, and focusing on leading ALD share, DRAM, HBM, epitaxy, and advanced packaging.
Advanced packaging is a key mid-term growth area, leveraging chemistry innovation and interface engineering, with plans to double SAM to over 30% of TAM by 2030.
Service business to exceed 50% outcome-based services by 2030, leveraging automation, sustainability, and innovation in spares and services.
Sustainability integrated into operations, aiming for net zero by 2035, 100% renewable electricity, and industry recognition for leadership.
Continued investment in R&D, manufacturing expansion (including new facilities in Korea, US, Singapore), and digital transformation to support innovation and operational efficiency.
Technology and innovation roadmap
ALD and Epi intensity are increasing with advanced nodes (2nm, 1.4nm, 1nm, CFET), driving higher layer counts, complexity, and significant SAM increases.
AI and ML are embedded in products to accelerate customer innovation and improve tool uptime.
New materials, chemistries, and process innovations (e.g., flowable carbon, dry cleaning) are being developed for next-gen devices and sustainability.
ALD and Epi markets forecasted to outgrow WFE, with ALD market CAGR of 9–13% and Epi market CAGR of 9–13% through 2030.
Strong global footprint and partnerships with leading research institutions support technology leadership.
Financial performance and guidance
2027 revenue guidance: €3.7–4.6 billion, gross margin 47–51%, operating margin 28–32%.
2030 targets: revenue above €5.7B, gross margin 47–51%, operating margin above 30%, free cash flow over €1B, SG&A below 7%, R&D in low double digits as % of revenue.
Capital allocation prioritizes growth investments (R&D, capex, M&A), with excess cash returned to shareholders via dividends and buybacks; over €2.3B returned since FY15.
Recent performance: outgrew WFE with 22% CAGR (2020–2024), 49% average gross margin, and 27% operating margin.
Short-term headwinds in Q4 and early 2026 expected, with H2 2025 revenue 5–10% lower than H1 2025, but strong recovery anticipated as leading edge ramps and new nodes enter production.
What underpins 12% WFE outperformance to 2030?
ALD mix shift to front-end line: impact on share?
Quantify dry cleaning's business and CO2 impact.
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Next ASM International earnings date
Q3 202529 Oct, 2025
Next ASM International earnings date
Q3 202529 Oct, 2025
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ASM International NV designs, manufactures, and sells semiconductor wafer processing equipment. It supplies deposition technologies used in the production of integrated circuits for the semiconductor industry. The company is headquartered in Almere, Netherlands, and its shares are listed on the Euronext Amsterdam.
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