ASM International Has Visibility for Coming Years -- Market Talk

Dow Jones

06/10

0947 GMT - ASM International's visibility extends into 2028 when it comes to customers' longer-term capacity needs, Bank of America's Didier Scemama writes in a research note after hosting the company's CFO, Paul Verhagen, at a conference. The Dutch group supplies wafer-processing equipment, mainly for the deposition of thin films. Multiple foundry and logic customers--those seeking to produce the integrated circuits that power smartphones, computers and other electronic devices--are already in the order book and the company should benefit from strong demand this year as companies invest to build out AI infrastructure, Scemama says. ASM International shares trade 0.8% lower at 887.80 euros. (mauro.orru@wsj.com)

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June 10, 2026 05:50 ET (09:50 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ASMIY":"ASM International N.V.","BK4147":"半导体设备","ASM":"Avino Silver & Gold Mines","BK4188":"贵重金属与矿石"},"translate_title":"ASM International对未来几年有远见——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASMIY":0.9,"ASM":1.5},"content_text":"0947 GMT - ASM International's visibility extends into 2028 when it comes to customers' longer-term capacity needs, Bank of America's Didier Scemama writes in a research note after hosting the company's CFO, Paul Verhagen, at a conference. The Dutch group supplies wafer-processing equipment, mainly for the deposition of thin films. 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