ASM International Has Visibility for Coming Years -- Market Talk

Dow Jones06-10

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)

(END) Dow Jones Newswires

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

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2642442712?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-10 17:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2642442712","market":"other","top_or_hot":-1,"title":"ASM International Has Visibility for Coming Years -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 05:50 ET (09:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASM International Has Visibility for Coming Years -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASM International Has Visibility for Coming Years -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-10 17:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 05:50 ET (09:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ASM","symbol_name":"Avino Silver & Gold Mines","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642442712","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642442712","pubTimestamp":1781085000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ASM":"Avino Silver & Gold Mines","BK4188":"贵重金属与矿石","ASMIY":"ASM International N.V.","BK4147":"半导体设备"},"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":{"ASM":1.5,"ASMIY":0.9},"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. 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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 10, 2026 05:50 ET (09:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2642442712","isCrawlerRequest":true}