ASM reports Q4 and full-year 2025 results
View original at finance.yahoo.comASM reports Q4 and full-year 2025 results ASM International NV Almere, The Netherlands March 3, 2026, 6 p.m. CET Double‑digit growth in 2025, strong 2026 ahead ASM International N.V…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
In the second half of 2026, the first investments are anticipated in pilot lines for the next node, 1.4nm, which will further expand our served available market
80% confidenceProduct penetrations have led to new applications such as Mo ALD and area selective deposition (ASD) entering HVM production for the 2nm node
80% confidenceWe project Q1 revenue to increase to €830 million, with a range of +/-4%, and expect Q2 revenue to be up from the level in Q1. We anticipate revenue in the second half of 2026 to be higher than in the first half
80% confidenceGross margin increased to a very strong 51.8%, supported by a favorable mix and the gradual benefits of our efficiency-improvement programs
80% confidenceSpares & Services business delivered another strong year, with 18% growth at constant currency, driven by the rapid expansion of outcome-based service offerings
80% confidenceWe expect healthy growth in our DRAM sales in 2026, even though memory will continue to represent a smaller share of our business compared to logic/foundry in the coming years
80% confidenceMemory sales declined in 2025 and accounted for 16% of equipment sales in 2025, reflecting solid demand in HBM-related DRAM offset by a normalization of sales to memory customers in China following unusually high demand in 2024
80% confidenceQ4 revenue of €698 million decreased 7% year-on-year at constant currencies but exceeded guidance of €630-660 million
80% confidenceWe stand ready to support our customers as they expand capacity and drive innovation to meet the multi-year surge in AI datacenter demand
80% confidenceOver the coming years, ASM expects to invest several hundred million euros in the Almere project, marking a significant expansion of our presence and activities in the Netherlands
80% confidenceIn the power/analog/wafer segment, we anticipate some recovery in 2026, albeit from a relatively low base
80% confidence2025 was another year of strong progress for ASM. Sales increased by 12% at constant currencies, marking our ninth consecutive year of double-digit growth
80% confidenceASM's revenue increased to a record €3.2 billion in 2025, driven primarily by the advanced logic/foundry segment as customers increased their investments in 2nm GAA capacity
80% confidenceAdjusted operating margin rose to a record 30.2%, reflecting both healthy top-line performance and continued strict cost discipline, whilst increasing investments in R&D
80% confidenceFollowing the improvement in demand conditions in recent months, we now expect our sales in China to increase in 2026, a notable improvement from our earlier forecast of a double-digit decline
80% confidenceScottsdale, Arizona site remains on track for completion in early 2027
80% confidenceAdvanced logic/foundry will be again our strongest business this year, as customers ramp investments in today's leading tech nodes to support the surge in AI-related demand in 2026 and beyond
80% confidenceIn 2025, all ASM sites operated on renewable electricity for the second consecutive year, and we achieved further progress in improving energy efficiency across our operations
80% confidenceWith our strength in deposition products, we are well positioned to gain further share in GAA at the 1.4nm node
80% confidenceEquipment sales from China decreased year-on-year, but still accounted for more than 30% of total ASM revenue in 2025
80% confidenceQ4 bookings came in at €803 million, up 26% quarter-on-quarter at constant currencies and above initial indication, supported by strengthened demand in leading-edge logic/foundry and a rebound in orders from Chinese customers
80% confidenceCMP complements our strengths in interface engineering and chemistries and becomes increasingly important in new areas such as 3D integration
80% confidence
Cited in these Via News reports
- AI Data Centers Switch to Liquid Cooling as Single Racks Draw 100 Kilowatts, 10x Traditional Loads →
- AI Infrastructure Investment Needs Trillions Globally as Only Hundreds of Billions Deployed So Far →
- AI Infrastructure Requires $5-7 Trillion Investment Globally as Cloud Operators Scale Capacity →
- Network Automation Cuts GPU Errors 80% as Global AI Infrastructure Race Accelerates →
- Network Automation Platform Netris Surges 622% as Global AI Infrastructure Race Intensifies →