Leading foundries can use ASM’s ALD machines for the most critical layers and Applied Materials' or Lam’s CVD/PVD for more superficial ones. Foundries try to strike a balance between standardization, ...
ASM is the leader in atomic layer deposition equipment, an essential tool for transitioning toward new transistor structures ("GAA"). Gate all-around transistors enable the newest generations of logic ...
ASM dominates the advanced deposition market, especially ALD, positioning it to benefit from AI-driven semiconductor demand and data center expansion. Q1 FY25 results exceeded expectations, with ...
We relaunch coverage of ASM International with a EUR 470 fair value estimate, narrow moat rating supported by intangible assets and switching costs, and an Exemplary Morningstar Capital Allocation ...
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