ENXTAM:ASMSemiconductor
Should ASM’s Brighter Q1 2026 Outlook and Forecast Upgrade Require Action From ASM International (ENXTAM:ASM) Investors?
Earlier this month, ASM International reported an upbeat early Q4 2025 update, indicating that Q1 2026 revenue at constant currencies should rise healthily, supported by demand from leading-edge foundry and logic customers.
Berenberg responded by upgrading its medium-term forecasts for ASM International’s sales, EBIT, and EPS, highlighting the importance of steadier capital spending signals from major customers such as TSMC and Intel for the company’s order outlook.
We will now examine how...