Semiconductor Industry: 100% (2025)

Top 3 Markets:

1. Asia-Pacific: 55%
2. Europe: 25%
3. North America: 20%

ASM International NV generates its revenues entirely from the semiconductor industry, as the company specializes in the development and manufacturing of equipment for semiconductor production.

The largest market for ASM is the Asia-Pacific region, accounting for more than half of the revenue, attributed to the strong presence of semiconductor manufacturers in countries such as Taiwan, South Korea, and China. Europe and North America follow as significant markets, supported by demand from major semiconductor companies and the technological infrastructure present there.

Production Sites:

• Singapore
• South Korea
• Netherlands
• United States

ASM International NV is a leading provider of semiconductor equipment and operates production facilities in several countries. Singapore and South Korea are significant locations for manufacturing, as they are strategically located near important semiconductor markets. The Netherlands, as the company's home country, also host production capacities. In the United States, ASM maintains production facilities to serve the North American market and benefit from the proximity to major technology companies.

Revenue Growth: Estimated 10-12% annually (2025-2027)

Investments in Research and Development: Over 15% of revenue (2025)

ASM International NV pursues a growth strategy that strongly emphasizes innovation and technological leadership. The company continuously invests in research and development to strengthen its position in the field of semiconductor technology. These investments aim to develop new technologies and products that meet the requirements of the next generation of semiconductors.

Another focus of the growth strategy is geographical expansion, particularly in Asia, where the demand for advanced semiconductor solutions is rapidly increasing. ASM International plans to expand its production capacities in this region to better serve the growing demand.

In addition, the company relies on strategic partnerships and alliances to expand its market presence and gain access to new technologies and markets. These measures are intended to help ASM International increase its competitiveness and ensure long-term profitable growth.

Main raw materials: Silicon, copper, aluminum, rare earths

Countries of origin: China, Japan, USA, South Korea

ASM International NV, a leading company in the semiconductor industry, imports a variety of raw materials essential for the production of semiconductor products. The most important materials include silicon, copper, and aluminum, which are used in the production of wafers and other semiconductor components.

China and Japan are significant suppliers of rare earths and other specialized materials required for semiconductor production. The USA and South Korea also supply high-quality raw materials and technological components used in manufacturing.

These countries are strategic partners as they possess the necessary resources and technologies required for the high-precision manufacturing in the semiconductor industry.

Market share: 22% (2024, estimated)
Research & Development (R&D) expenses: 14% of revenue (2024)
Gross margin: 48% (2024)

ASM International NV has a significant competitive advantage in the semiconductor industry, especially in the area of Atomic Layer Deposition (ALD). The company benefits from a strong market share and high investments in research and development, accounting for 14% of revenue. These investments enable ASM to develop innovative technologies and strengthen its market position.

The gross margin of 48% demonstrates the company's ability to sell its products with a high profit margin, indicating strong pricing power. ASM's focus on specialized technologies and continuous improvement of its production processes also contribute to its competitive advantage.

In addition, ASM benefits from long-term partnerships with leading semiconductor manufacturers, further supporting the company's stability and growth potential.

Institutional investor share: approx. 80% (estimated, 2025)
Insider purchases/sales: No significant transactions in the last year (estimated, 2025)

The institutional investor share in ASM International NV typically stands at around 80%, indicating a strong trust by institutional investors in the company's long-term performance. These investors include pension funds, investment funds, and other major financial institutions.

In 2025, no significant insider purchases or sales were reported. This could suggest that the management and other insiders are content with the current valuation of the company or do not anticipate significant changes in the company's strategy or performance.

Market share of ASM International NV: 8% (estimated for 2025)

Main competitors and their market shares:

1. Applied Materials, Inc.: 18%
2. Lam Research Corporation: 15%
3. Tokyo Electron Limited: 14%
4. ASML Holding N.V.: 12%
5. KLA Corporation: 10%
6. ASM International NV: 8%
7. Screen Holdings Co., Ltd.: 6%
8. Hitachi High-Technologies Corporation: 5%
9. Advantest Corporation: 4%
10. Teradyne, Inc.: 3%

Moat of ASM International NV:

ASM International NV has a moderate moat, primarily based on specialized technologies in the semiconductor manufacturing sector, especially in Atomic Layer Deposition (ALD) technology. This technology is crucial for producing modern, high-performance semiconductors and provides ASM with a certain technological edge.

However, compared to competitors like Applied Materials and Lam Research, which have broader product portfolios and larger economies of scale, the moat of ASM International is less pronounced. Companies like ASML Holding N.V. have a significantly stronger moat due to their monopoly position in EUV lithography.

ASM International can strengthen its position through continuous innovation and focus on niche markets. However, competition in the semiconductor industry is intense, and competitors are also heavily investing in research and development to defend and expand their market shares.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) R&D Expenses: 12% of revenue (2024)

ASM International NV recorded strong revenue growth of 18% in 2024, attributed to increased demand for their semiconductor solutions. The company was able to increase its profit by 20%, indicating efficient cost control and operational improvements.

The investments in research and development, amounting to 12% of revenue, demonstrate ASM International's commitment to investing in innovative technologies and strengthening its competitiveness in the semiconductor industry. This focus on innovation could position the company advantageously in the years to come.

Additionally, ASM International benefits from global demand for semiconductor technologies driven by trends such as the Internet of Things (IoT), Artificial Intelligence (AI), and 5G. These factors suggest that ASM International could be an attractive investment opportunity for investors interested in long-term growth.

Dividend payment: Yes, ASM International NV pays a dividend.

Dividend yield: 1.5% (2024)

ASM International NV has paid a dividend in recent years, demonstrating a certain reliability in its distribution policy. The dividend yield of 1.5% in 2024 indicates that the company aims to return a portion of its profits to shareholders.

The company has a solid financial foundation and benefits from a strong position in the semiconductor market. This supports its ability to continue paying dividends in the future. Analysts view ASM's dividend policy as stable, with the company striving to maintain distributions in line with business performance.