ASM expects revenue to exceed 5.7 billion euros in 2027, up from its July forecast of more than 4.6 billion euros. The roughly 24 percent increase would bring the Almere-based equipment maker to its 2030 revenue target three years early. Advanced logic/foundry is expected to be the strongest growth driver in 2027.
“The demand environment remains very strong. The continued build-out of AI infrastructure is driving significant capacity requirements across the industry, particularly in the leading edge. Capacity remains tight across our customer base, and customers are moving quickly to increase output,” comments CEO Hichem M’Saad, adding that his firm’s supply chains are “stretched.”
ASM’s third-quarter revenue reached 1.16 billion euros, up 44 percent year-on-year at constant currencies. Net income declined 20 percent year-on-year to 308.1 million euros.
