Core Viewpoint - ASM International N.V. is set to report its first quarter 2026 financial results on April 21, 2026, at 6:00 p.m. CET, followed by a conference call on April 22, 2026, at 3:00 p.m. CET [1] Group 1: Financial Reporting - The first quarter 2026 financial results will be reported on April 21, 2026, at approximately 6:00 p.m. CET [1] - A quarterly earnings conference call and webcast will take place on April 22, 2026, at 3:00 p.m. CET [1] - Participants are required to pre-register to receive dial-in numbers, passcode, and personal PIN for the conference call [1] 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] - The company operates facilities in the United States, Europe, and Asia [3] - ASM's common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]

Group 1 - ASM International N.V. has announced the details for its Annual General Meeting (AGM) scheduled for May 11, 2026, including the convocation, agenda, and related documents available on its website [1][2] - The AGM will take place at 2:00 p.m. CET at the Van der Valk Hotel in Almere, Netherlands, allowing shareholders to attend in person or via a live webcast [2] - The record date for the AGM is set for April 13, 2026, with a total of 49,328,548 common shares issued, and 48,886,070 voting shares after accounting for treasury shares [2] Group 2 - The agenda for the AGM includes the approval of the annual accounts for 2025, a remuneration report for 2025, and a proposal to declare a regular dividend of €3.25 per common share [4] - The AGM will also address the reappointment of key management members, including Mr. M'Saad as CEO and Mr. De Jong to the Supervisory Board, along with changes to the remuneration policies for both boards [4] - EY Accountants B.V. is proposed for reappointment as the auditor and assurance provider for the financial year 2027 [4] Group 3 - ASM International N.V. is headquartered in Almere, Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production, with facilities across the U.S., Europe, and Asia [3]

Group 1 - ASM International N.V. published its Annual Report for 2025, which is available in ESEF reporting package and as a PDF on the company's website [1] - The Annual Report complies with European Single Electronic Format (ESEF) reporting requirements, with primary consolidated financial statements labeled with XBRL tags [1] - ASM will hold its Annual General Meeting (AGM) on May 11, 2026, with the agenda and related documents to be made available in due time [2] Group 2 - ASM International is headquartered in Almere, the Netherlands, and designs and manufactures equipment and process solutions for semiconductor device production [2] - 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 [2]

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]

Core Points - ASM International N.V. will report its third quarter 2025 financial results on October 28, 2025, at approximately 6:00 p.m. CET [1] - A quarterly earnings conference call and webcast will be held on October 29, 2025, at 3:00 p.m. CET [1] - Participants are required to pre-register to receive necessary access information for the conference call [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 [3] - ASM's common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]

Core Viewpoint - ASM International N.V. is actively conducting share repurchases as part of a €150 million buyback program initiated on April 30, 2025, with 43.6% of the program completed to date [1]. Group 1: Share Buyback Program - The company repurchased a total of 9,290 shares between July 16 and July 17, 2025, at an average price of €513.83, amounting to a total repurchased value of €4,773,457 [1]. - The individual transactions included 4,942 shares at €509.82 on July 16, 2025, and 4,348 shares at €518.38 on July 17, 2025 [1]. 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 [2]. - The company operates facilities across the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [2].

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]