ASM Holds Investor Day, Unveils Updated 2030 Goals and Adjusts H2 2025 Forecast
Investor Day Highlights: ASM International hosted its 2025 Investor Day in London, where CEO Hichem M'Saad and CFO Paul Verhagen discussed the company's strategic priorities, financial performance, and market outlook, projecting revenue to exceed €5.7 billion by 2030 with a CAGR of at least 12%.
Market Growth and Strategic Focus: The semiconductor market is expected to reach US$1 trillion by the end of the decade, with ASM focusing on atomic layer deposition (ALD) and epitaxy (Epi) as primary growth drivers, while also expanding into advanced packaging and enhancing its Spares & Services business.
Revised Revenue Guidance: ASM confirmed its Q3 2025 revenue guidance but lowered its outlook for Q4 2025 due to weaker demand in leading-edge logic/foundry markets, anticipating a revenue decline of 5%-10% in the second half of 2025 compared to the first half.
Sustainability and Innovation: The company emphasized its commitment to sustainability initiatives and showcased advancements in its ALD product portfolio, including AI/ML-enabled platforms and innovations aimed at enhancing customer precision and efficiency.
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