ASM International: AI CapEx Trends Are Giving Solid Visibility

2025-07-10 06:32:38 ET

Investment Thesis

As a quick reminder, ASM International NV (ASMIY) sells machines and associated services in the semiconductor deposition market, which is estimated to be more than $27 billion, representing a significant portion of the $100 billion-plus total wafer equipment market, WFE. Apart from traditional deposition methods, such as Epitaxy (on silicon and silicon carbide for power semiconductors), ASM controls more than 50% of the advanced deposition market, known as ALD (Atomic Layer Deposition), which is used for high-end chips in logic and memory applications tied to the artificial intelligence market....

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