ASM International reported first-quarter 2026 revenue at the top end of its guidance. Sales reached 863 million euros, driven primarily by logic and foundry customers, with leading-edge demand remaining robust and mature-node business in China rebounding sequentially. The company says AI-related investments are accelerating, as chipmakers expand capacity to support growing compute needs. That trend is reinforcing demand for deposition tools across both advanced and legacy nodes.
ASM projects continued growth, guiding revenue to around 980 million euros for Q2 and a stronger second half of the year. That would amount to total sales of at least 3.7 billion euros in 2026, compared to 3.2 billion euros in 2025. CEO Hichem M’Saad noted that “the surge in demand is putting increasing pressure on the supply chain.”
