Core Viewpoint - ASM International N.V. is set to report its fourth quarter 2025 financial results on March 3, 2026, and will host a conference call on March 4, 2026 [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [3]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3].

Core Insights - ASM International N.V. reported Q4 2025 bookings of approximately €800 million, significantly exceeding previous expectations [1][2] - Q4 2025 revenue reached €698 million, surpassing the guided range of €630-660 million [1][3] Group 1: Bookings and Revenue - Order intake in Q4 2025 rose to approximately €800 million, driven by a rebound in orders from China and solid bookings in the advanced logic/foundry segment [2] - Revenue in Q4 2025 amounted to €698 million, reflecting robust sales in the advanced logic/foundry segment and strong spares & services sales [3] - ASM anticipates a healthy increase in Q1 2026 revenue at constant currencies compared to Q4 2025, supported by improved bookings [3] Group 2: Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [3]

Core Insights - ASM International N.V. plans to invest in a new facility in Almere, Netherlands, which will serve as its global headquarters and include an R&D center, training hub, and product development operations [1][2][3] - The investment aligns with ASM's Growth-through-Innovation strategy, aiming for over €5.7 billion in sales by 2030, and will enhance its global R&D capabilities in the semiconductor industry [3][4] - The investment is expected to be several hundred million euros, marking a significant expansion of ASM's presence in the Netherlands [2][5] Company Commitment - ASM has been based in Almere for over 23 years, and this new investment reinforces its commitment to the region and its ambition to create a high-tech campus [6] - The new facility is seen as a cornerstone for innovation and a catalyst for future growth, responding to increasing customer demand [4][5] Government Support - Minister Vincent Karremans highlighted the investment as a strong signal for the Netherlands as a hub for high-tech innovation, emphasizing job creation and strengthening the semiconductor ecosystem [5] - The Head of Terms signed marks a major milestone in ASM's investment process, with collaboration with local authorities to finalize conditions for execution [5]

Core Viewpoint - ASM International N.V. plans to reappoint Mr. Hichem M'Saad as CEO for a second four-year term and Mr. Marc de Jong as a Supervisory Board member for a new two-year term, with the reappointments to be submitted for approval at the AGM on May 11, 2026 [1][2][3]. Group 1: Management Board Reappointments - Mr. Hichem M'Saad joined ASM in 2015 and was appointed to the Management Board in 2022, becoming CEO in May 2024 [2]. - The Supervisory Board is reviewing Mr. M'Saad's remuneration package to ensure competitiveness with peers, with any changes subject to investor consultation and AGM approval [2]. Group 2: Supervisory Board Changes - Mr. Marc de Jong has been a member of the Supervisory Board since May 2018 and is being reappointed for a two-year term due to his expertise in technology, sustainability, and finance [3]. - Ms. Pauline van der Meer Mohr, Chair of the Supervisory Board, plans to retire by the AGM in 2027, with flexibility regarding her exact retirement date based on finding a suitable successor [4]. Group 3: Company Overview - ASM International N.V. designs and manufactures equipment for semiconductor device production, with operations in the United States, Europe, and Asia [5]. - The company's common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [5].

Financial Performance - ASM International reported Q3 2025 revenue of €800 million, an increase of 8% year-on-year at constant currencies, and approximately flat compared to Q2 2025 [2][3] - New orders totaled €637 million in Q3 2025, reflecting a 17% decrease year-on-year at constant currencies and a 7% sequential decline compared to Q2 2025 [2][5] - Gross profit margin improved to 51.9% in Q3 2025 from 49.4% in Q3 2024, supported by a favorable sales mix, particularly from China [2][4] Market Dynamics - The decline in new orders was primarily driven by a significant drop in bookings from the Chinese market, influenced by recent export restrictions [5][7] - Advanced logic/foundry orders showed strong sequential growth, although below prior expectations, while demand in power/analog/wafer markets remained weak [6][7] - The company anticipates a recovery in order trends in 2026, driven by investments in advanced logic/foundry and DRAM segments [7][9] Strategic Outlook - ASM aims for revenue growth of close to 10% at constant currencies for the full year 2025, with Q4 2025 revenue projected between €630 million and €660 million [9] - The company has set a long-term revenue target of more than €5.7 billion by 2030, indicating a compound annual growth rate (CAGR) of at least 12% [8][11] - Continued investment in R&D is planned, with a 10% increase in R&D spending, while SG&A expenses are expected to decrease [4][15] Shareholder Returns - ASM completed a €150 million share buyback program in Q3 2025, repurchasing 322,533 shares at an average price of €465.07 [10]

Almere, The Netherlands September 23, 2025, 7:45 a.m. CET ASM International N.V. (Euronext Amsterdam: ASM) today hosts its 2025 Investor Day in London. In today’s presentations, Hichem M’Saad, CEO, and Paul Verhagen, CFO, together with other senior leaders, will provide updates on our business, financial performance, and market outlook, and lay out our strategic priorities through 2030. Hichem M’Saad, CEO of ASM, said: “The semiconductor market is on track to reach US$1 trillion by the end of the decade, d ...

Core Points - ASM International N.V. will host its Investor Day on September 23, 2025, in London, UK, focusing on the company's performance and strategic direction [1] - The event will highlight the Growth through Innovation strategy and its value for stakeholders, with presentations from senior management including the CEO and CFO [1] - The formal program will run from 1:30 p.m. BST to approximately 5:00 p.m. BST, with a detailed agenda to be shared closer to the event [1] Event Details - The Investor Day will take place at the Pan Pacific hotel in London, and registration is required due to capacity limitations [2] - Institutional investors and analysts interested in attending in person can contact ASM for registration [2] - Presentations and Q&A will be available through a live listen-only webcast [2] Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and designs and manufactures equipment for semiconductor device production [3] - The company has facilities in the United States, Europe, and Asia, and its common stock trades on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]

Financial Performance - ASM International reported Q2 2025 results with new orders of €702 million, a decrease of 4% year-on-year at constant currency and a 10% decrease compared to Q1 2025 [1][4] - Revenue for Q2 2025 was €836 million, reflecting an 18% increase as reported and a 23% increase at constant currencies compared to Q2 2024 [1][2] - Gross profit margin for Q2 2025 was 51.8%, improved from 49.8% in Q2 2024 but decreased from 53.4% in Q1 2025 [1][5] - Adjusted operating result margin was 31.5%, up 5.7 percentage points year-on-year, but down 0.8 percentage points from the previous quarter [1][5] Market Conditions - The market environment in Q2 2025 showed mixed conditions, with growth in AI driving capacity expansions in leading-edge logic/foundry and HBM-related DRAM segments, while other segments remained slow [3][10] - Advanced logic/foundry bookings are expected to increase in Q3 2025, despite a 10% decline in Q2 2025 [4][8] - Demand in the Chinese market held up better than expected, with projections for China equipment sales in 2025 to be at the top end of the previously guided range [11][12] Future Outlook - For the second half of 2025, revenue is expected to be similar to the first half, with Q3 2025 projected to be flat to slightly lower compared to Q2 2025 [7][9] - The company anticipates revenue growth at constant currencies in 2025 to be around the midpoint of the guidance range of +10% to +20% [9] - The key growth driver for ASM in 2025 is the ramp-up of high-volume manufacturing for the 2nm GAA node, with expectations for strong increases in advanced logic/foundry sales [10] Share Buyback Program - ASM initiated a €150 million share buyback program on April 30, 2025, with 40% completed by June 30, 2025, at an average share price of €486.48 [13]

Group 1 - ASM International N.V. has conducted share repurchases totaling 1,272 shares at an average price of €508.50, amounting to a total repurchased value of €646,807 [1] - The share buyback program, initiated on April 30, 2025, has a total budget of €150 million, with 40.4% of the program completed to date [2] - ASM International specializes in designing and manufacturing equipment and process solutions for semiconductor device production, with operations in the United States, Europe, and Asia [2]

Core Viewpoint - ASM International N.V. reported that no transactions were executed under its current share buyback program during the week of June 30 – July 4, 2025 [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [1]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [1]. Investor Relations - For further details regarding the share buyback program and individual transaction information, investors are directed to visit ASM's investor relations website [1]. - Contact information for investor and media relations is provided, including Victor Bareño and Valentina Fantigrossi, with respective contact numbers and email addresses [2].