2.82%
0.64%
9.80%
-11.24%
8.95%
86.23%
411.04%
AI Spotlight on ASM
Company Description
ASM International NV, together with its subsidiaries, engages in the research, development, manufacture, marketing, and servicing of equipment and materials that are used to produce semiconductor devices in the United States, Europe, and Asia.Its products include wafer processing deposition systems for single-wafer atomic layer deposition, plasma enhanced chemical vapor deposition, epitaxy, and batch diffusion/furnace systems, as well as provides spare parts and support services.The company also manufactures and sells equipment, which is used in wafer processing, encompassing the fabrication steps in which silicon wafers are layered with semiconductor devices.
It serves manufacturers of semiconductor devices and integrated circuits.The company was formerly known as Advanced Semiconductor Materials International NV.ASM International NV was incorporated in 1968 and is headquartered in Almere, the Netherlands.
Market Data
| Last Price | 562.4 |
| Change Percentage | 2.82% |
| Open | 552 |
| Previous Close | 547 |
| Market Cap ( Millions) | 27553 |
| Volume | 46734 |
| Year High | 748 |
| Year Low | 479 |
| M A 50 | 556.38 |
| M A 200 | 594.32 |
Financial Ratios
| FCF Yield | 1.76% |
| Dividend Yield | 0.49% |
| ROE | 16.34% |
| Debt / Equity | 0.59% |
| Net Debt / EBIDTA | -83.79% |
| Price To Book | 8.05 |
| Price Earnings Ratio | 50.11 |
| Price To FCF | 56.66 |
| Price To sales | 10.0 |
| EV / EBITDA | 30.9 |
News
- Jan -22 - ASM announces details of the Q4 2024 conference call and webcast
- Jan -10 - ASM International NV's (AMS:ASM) Intrinsic Value Is Potentially 20% Below Its Share Price
- Dec -10 - ASM nominates for reappointment CFO, two Supervisory Board members, and Chair
- Dec -09 - ASM receives 2024 Excellent Performance Award from TSMC
- Dec -04 - ASM International reaffirms outlook despite new US export restrictions
- Dec -04 - ASM announces outcome of preliminary assessment new export regulations
- Nov -24 - Should You Think About Buying ASM International NV (AMS:ASM) Now?
- Nov -12 - ASM informs the market about ASMPT ceasing possible privatization talks
- Nov -08 - Will Weakness in ASM International NV's (AMS:ASM) Stock Prove Temporary Given Strong Fundamentals?
- Oct -31 - ASM International NV (ASMIY) Q3 2024 Earnings Call Highlights: Record Revenue and Strategic ...
- Oct -30 - ASM International Shares Surge After Guidance Lift
- Oct -29 - ASMI ups guidance as AI, Chinese demand remain strong
- Oct -29 - ASM announces third quarter 2024 results
- Oct -29 - ASM International (ASMIY) is an Incredible Growth Stock: 3 Reasons Why
- Oct -16 - Chip Stock Selloff Persists After ASML Warns of Slower Recovery
- Oct -14 - Chip Gear Maker ASMPT Says It Gets Privatization Offer
- Oct -14 - Chip Gear Maker ASMPT Says It Gets Privatization Offer
- Oct -14 - Chip Gear Maker ASMPT Says It Gets Privatization Offer
- Oct -14 - Chip Gear Maker ASMPT Says It Gets Privatization Offer
- Oct -14 - Chip Gear Maker ASMPT Says It Gets Privatization Offer
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Equipment
Expected Growth : 9.03 %
What the company do ?
ASM International NV's equipment refers to its semiconductor manufacturing systems, including wafer processing, deposition, and etching tools for the production of microchips.
Why we expect these perspectives ?
ASM International NV's equipment segment growth of 9.03% is driven by increasing demand for semiconductor manufacturing equipment, driven by the rising adoption of 5G, IoT, and AI technologies. Additionally, the company's strong presence in Asia, particularly in China, and its focus on innovation and R&D, have contributed to its growth.
Segment n°2 -> Spares & Services
Expected Growth : 8.77 %
What the company do ?
Spares & Services from ASM International NV provides maintenance, repair, and operation (MRO) products and services to support semiconductor manufacturing equipment.
Why we expect these perspectives ?
ASM International NV's Spares & Services segment growth of 8.77% is driven by increasing demand for semiconductor equipment, expansion into new markets, and growing adoption of advanced technologies such as AI and 5G. Additionally, the company's strong relationships with leading chipmakers and its ability to provide customized solutions contribute to its growth momentum.
Asm International Nv Products
| Product Range | What is it ? |
|---|---|
| ALD/CVD Equipment | Atomic Layer Deposition (ALD) and Chemical Vapor Deposition (CVD) equipment for semiconductor manufacturing |
| Epi Equipment | Epitaxy equipment for the growth of semiconductor materials |
| Pakaging and System Integration | Wafer-level packaging and system integration solutions for semiconductor devices |
| Process Control Solutions | Solutions for process control and optimization in semiconductor manufacturing |
| Service and Support | Global service and support for ASM International's products and solutions |
ASM International NV's Porter Forces
Threat Of Substitutes
The threat of substitutes for ASM International NV is moderate due to the presence of alternative technologies and materials in the semiconductor industry.
Bargaining Power Of Customers
The bargaining power of customers is low due to the specialized nature of ASM International NV's products and the lack of alternative suppliers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate due to the presence of multiple suppliers in the market, but ASM International NV's large scale of operations gives it some negotiating power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the semiconductor industry, including the need for significant capital investment and technological expertise.
Intensity Of Rivalry
The intensity of rivalry is high due to the competitive nature of the semiconductor industry, with multiple players competing for market share.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 1.03% |
| Debt Cost | 10.32% |
| Equity Weight | 98.97% |
| Equity Cost | 10.32% |
| WACC | 10.32% |
| Leverage | 1.04% |
ASM International NV : Quality Control
ASM International NV passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| NXPI | NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; … |
| IFX.DE | Infineon Technologies AG designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. Its Automotive segment offers automotive microcontrollers; 3D ToF, magnetic, and pressure sensors; discrete power semiconductors; IGBT … |
| QCOM | QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. The company operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); … |
| ASML.AS | ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems consisting of lithography, metrology, and inspection related systems for memory and logic chipmakers. The company provides extreme … |
| STMPA.PA | STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Automotive … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
QUALCOMM
A-Score
1-Year Total Return ->
🥈
NXP Semiconductors
A-Score
1-Year Total Return ->
🥉
STMicroelectronics
A-Score
1-Year Total Return ->
4
ASML Holding
A-Score
1-Year Total Return ->
5
ASM International
A-Score
1-Year Total Return ->
6
