{"slug":"asm-international","name":"ASM International","name_en":"ASM International","ticker":"ASM.AS","updated_at":"2026-07-12T08:22:44.684+00:00","canonical":"https://valuechain.wiki/asm-international","same_as":["https://finance.yahoo.com/quote/ASM.AS"],"citable":"밸류체인 그래프 기준 ASM International의 직접 연결 기업은 4곳(관계 기준 공급 0·매출 4)이고, 사슬을 2차까지 넓히면 28곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, ASM International is directly linked to 4 companies (0 supply, 4 revenue relationships) and reaches 28 companies within two hops; the links are backed by 6 dated sources, 3 of them primary filings (as of 2026-07-12).","kicker":"ALD 증착 장비 세계 1위","kicker_en":"World No.1 in ALD deposition equipment","lead":"ASM 인터내셔널은 원자층증착(ALD) 장비 세계 1위로, 트랜지스터가 핀펫에서 게이트올어라운드(GAA)로 넘어갈수록 정밀 박막을 한 층씩 쌓는 ALD 스텝이 늘어 시장이 커지는 구조적 수혜에 선다. 2024년 매출 €2.9B(+12%)로 삼성·SK하이닉스·TSMC·인텔의 최선단 전환에 장비를 대며, 한국(화성)에 PEALD R&D·생산 거점을 둬 국내 고객 접점을 강화했다. 장비사라 고객 캐펙스 사이클을 타지만 공정 난도 상승이 ALD 침투율을 높이는 게 장기 상방이다.","lead_en":"ASM International is the world No.1 in ALD (atomic-layer deposition) equipment, a structural beneficiary as transistors move from FinFET to gate-all-around (GAA) and the number of ALD steps that lay down precise films one layer at a time rises. With 2024 revenue of €2.9B (+12%), it supplies the leading-edge transitions of Samsung, SK hynix, TSMC and Intel, and it has a PEALD R&D/production hub in Korea (Hwaseong) to deepen local-customer ties. As an equipment maker it rides customer capex cycles, but rising process difficulty lifting ALD penetration is the long-run upside.","segments":{"fy":2025,"parts":[{"desc":"원자층증착(ALD) 장비 세계 1위 — 삼성·SK·TSMC·인텔의 GAA 전환이 ALD 스텝을 늘려 수요를 키운다. 한국(화성) PEALD R&D·생산 거점.","name":"ALD 증착 장비 세계 1위"}],"total":"32억 유로 (2025, +12% 고정환율; 총이익률 51.8% record, 2nm GAA ALD 견인)","source":"https://www.asm.com/investors","concentration":"ALD 증착 장비 세계 1위."},"segments_en":{"fy":2025,"parts":[{"desc":"World No.1 in ALD deposition equipment — the GAA transitions of Samsung, SK, TSMC and Intel multiply ALD steps and grow demand. PEALD R&D/production hub in Korea (Hwaseong).","name":"World No.1 in ALD deposition equipment"}],"total":"EUR 3.2B (2025, +12% cc; record 51.8% gross margin, 2nm GAA ALD-driven)","concentration":"World No.1 in ALD deposition equipment."},"returns_yearly":{"2021":44.2,"2022":2.9,"2023":68.7,"2024":10.3,"2025":25.9,"2026":28.8},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":3,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":231.4}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK 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캐펙스 회복이다.","analysis_en":"ASM's thesis is 'an ALD-equipment oligopoly widened by the GAA transition.' As No.1 in ALD, the shift from FinFET to gate-all-around structurally multiplies the ALD steps that build precise films, expanding the market — the leading-edge transitions of Samsung, SK, TSMC and Intel are ASM's demand. As an equipment maker it rides customer capex cycles, but rising process difficulty (GAA, high-k dielectrics) lifting ALD penetration is the long-run upside. Its Korea (Hwaseong) PEALD hub deepens local ties. What to watch is the pace of the GAA ramp and the recovery of memory/foundry capex.","analysis_asof":"2026-07-10"},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"fy":2025,"driver":"2nm_gaa_ald","gm_pct":51.8,"revenue_eur_bn":3.2,"revenue_yoy_pct":12},"note":"TSMC에 ALD 증착 장비 공급.","note_en":"Supplies ALD deposition equipment to TSMC.","sources":[{"stance":"confirms","publisher":"ASM","publisher_en":"ASM International","kind":"filing","lang":"en","published_at":"2026-03-03","url":"https://www.asm.com/press-releases/3248697","title":"ASM 2025 연간 결산 — 매출 €3.2B(record, +12% cc), 총이익률 51.8%","title_en":"ASM Q4 & full-year 2025 results — revenue EUR 3.2B (record, +12% cc), gross margin 51.8%","excerpt":"ASM 2025 매출 €3.2B(사상 최고, +12% 고정환율)·총이익률 51.8%(record) — 첨단로직/파운드리의 2nm GAA 캐파 투자가 ALD 장비를 견인(장비 +10%). ALD 세계 1위. 개별 고객 매출 미공개.","excerpt_en":"ASM 2025 revenue EUR 3.2B (record, +12% cc), gross margin 51.8% (record) — advanced logic/foundry 2nm GAA capacity investment drove ALD tools (equipment +10%). No.1 in ALD. Per-customer revenue undisclosed."},{"stance":"mentions","publisher":"Quartr","publisher_en":"Quartr","kind":"analysis","lang":"en","published_at":"2026-01-15","url":"https://quartr.com/events/asm-international-nv-asm-q3-2025_oj7A3kEL","title":"ASM International 실적 요약·전망(2nm GAA ALD 견인)","title_en":"ASM International results summary & outlook (2nm GAA ALD-driven)","excerpt":"2nm GAA 전환이 ALD 스텝을 늘려 ASM 수요를 견인.","excerpt_en":"The 2nm GAA transition multiplies ALD steps and drives ASM demand."},{"stance":"confirms","publisher":"ASM","publisher_en":"ASM","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.asm.com/investors","title":"ASM International IR","title_en":"ASM International IR","excerpt":"TSMC에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to TSMC."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.thelec.kr/news/articleView.html?idxno=32760","title":"ALD 원조 ASM 전략","title_en":"ASM, the ALD originator","excerpt":"TSMC에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to TSMC."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"fy":2025,"driver":"2nm_gaa_ald","gm_pct":51.8,"revenue_eur_bn":3.2,"revenue_yoy_pct":12},"note":"SK하이닉스에 ALD 증착 장비 공급.","note_en":"Supplies ALD deposition equipment to SK Hynix.","sources":[{"stance":"confirms","publisher":"ASM","publisher_en":"ASM International","kind":"filing","lang":"en","published_at":"2026-03-03","url":"https://www.asm.com/press-releases/3248697","title":"ASM 2025 연간 결산 — 매출 €3.2B(record, +12% cc), 총이익률 51.8%","title_en":"ASM Q4 & full-year 2025 results — revenue EUR 3.2B (record, +12% cc), gross margin 51.8%","excerpt":"ASM 2025 매출 €3.2B(사상 최고, +12% 고정환율)·총이익률 51.8%(record) — 첨단로직/파운드리의 2nm GAA 캐파 투자가 ALD 장비를 견인(장비 +10%). ALD 세계 1위. 개별 고객 매출 미공개.","excerpt_en":"ASM 2025 revenue EUR 3.2B (record, +12% cc), gross margin 51.8% (record) — advanced logic/foundry 2nm GAA capacity investment drove ALD tools (equipment +10%). No.1 in ALD. Per-customer revenue undisclosed."},{"stance":"confirms","publisher":"ASM","publisher_en":"ASM","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.asm.com/investors","title":"ASM International IR","title_en":"ASM International IR","excerpt":"SK하이닉스에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to SK hynix."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.thelec.kr/news/articleView.html?idxno=32760","title":"ALD 원조 ASM 전략","title_en":"ASM, the ALD originator","excerpt":"SK하이닉스에 ALD 증착 장비 공급.","excerpt_en":"Supplies ALD deposition equipment to SK hynix."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"fy":2025,"driver":"2nm_gaa_ald","gm_pct":51.8,"revenue_eur_bn":3.2,"revenue_yoy_pct":12},"note":"삼성전자에 ALD 증착 장비 공급.","note_en":"Supplies ALD deposition equipment to Samsung Electronics.","sources":[{"stance":"confirms","publisher":"ASM","publisher_en":"ASM International","kind":"filing","lang":"en","published_at":"2026-03-03","url":"https://www.asm.com/press-releases/3248697","title":"ASM 2025 연간 결산 — 매출 €3.2B(record, +12% cc), 총이익률 51.8%","title_en":"ASM Q4 & full-year 2025 results — revenue EUR 3.2B (record, +12% cc), gross margin 51.8%","excerpt":"ASM 2025 매출 €3.2B(사상 최고, +12% 고정환율)·총이익률 51.8%(record) — 첨단로직/파운드리의 2nm GAA 캐파 투자가 ALD 장비를 견인(장비 +10%). ALD 세계 1위. 개별 고객 매출 미공개.","excerpt_en":"ASM 2025 revenue EUR 3.2B (record, +12% cc), gross margin 51.8% (record) — advanced logic/foundry 2nm GAA capacity investment drove ALD tools (equipment +10%). No.1 in ALD. 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