ASMI is forecasting stronger-than-expected growth in H1 2026, with Q1 revenue seen at €830m, above the consensus of €764m. The group also expects Q2 revenue to exceed Q1, while analysts had been looking for €842m. H2 2026 is expected to be even more dynamic.

The semiconductor equipment specialist highlighted the strength of its advanced logic and foundry segments, driven by artificial intelligence-related investment. Initial spending on 1.4-nanometer pilot lines is expected in H2 2026. ASMI also expects "healthy" growth in DRAM memory sales and an increase in revenue in China, after previously anticipating a double-digit decline. For 2027, the group is targeting revenue of between €3.7bn and €4.6bn.

In Q4 2025, ASMI posted revenue of €698m and orders of €803m, with a gross margin of 49.8%. Net profit came to €166m, while adjusted profit was close to €170m. The group will propose a dividend of €3.25 per share for 2025 and plans a €150m share buyback program.