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What smart money is saying about ASM International NVNetherlands flag

ASM.AS · Technology · Semiconductors · Market cap $48.48B

3 funds in our archive have pitched ASM International NV — most recently Artisan Global Discovery Strategy in March 2026.

Company profile

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.

Fund coverage · 3 theses

  • Artisan Global Discovery Strategy
    March 2026

    ASM International is a leader in ALD and epitaxy equipment positioned for secular growth as chipmaking shifts to 3D architectures requiring atomic-level processes.

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  • Polen International Growth
    December 2025

    ASM International N.V. dominates Atomic Layer Deposition for leading-edge chips and is poised for high-teens earnings growth as AI advances semiconductors.

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  • Polen International Growth
    September 2025

    ASM International is a leading provider of essential semi-cap equipment for chip manufacturing, poised to grow earnings at a high-teens rate over the next five years due to the increasing demand for advanced semiconductor technologies.

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