ASM International reported a 35% year-over-year increase in new orders, driven by strong demand in China and advanced semiconductor technologies, signaling momentum in the global chip equipment market.
- 35% year-over-year growth in new orders for ASM International in Q4 2025
- 42% increase in orders from China-based customers
- Backlog reached €1.3 billion as of December 2025
- Revenue rose 28% to €345 million in Q4 2025
- Advanced packaging equipment demand a key growth driver
- Stock rose 6.2% following earnings announcement
ASM International posted a significant jump in new orders, reporting a 35% year-over-year increase during the fourth quarter of 2025, with particular strength observed in its China operations and advanced packaging segments. The company attributed the uptick to heightened investments in next-generation semiconductor manufacturing, especially in logic and memory devices. Orders from Chinese customers rose by 42% year-over-year, reflecting improved capital expenditure plans by domestic foundries and memory producers. Additionally, demand for advanced packaging equipment, including tools for 3D integration and chiplet technologies, contributed substantially to the growth. The company’s backlog reached €1.3 billion as of December 2025, up from €920 million a year earlier, indicating sustained confidence in its product portfolio. Revenue for the quarter rose 28% to €345 million, with margins expanding to 24.5%, a sign of operational efficiency and favorable product mix. The growth comes at a time when global semiconductor equipment suppliers, including ASML and Lam Research, are also reporting stronger activity, suggesting broad-based recovery in capital spending. Market participants reacted positively, with ASM’s stock rising 6.2% in early trading on January 20, 2026. Investors are viewing the results as a bullish signal for the broader semiconductor supply chain, particularly for suppliers serving Chinese fabs and advanced node production lines. The performance also underscores growing reliance on regional manufacturing capacity, especially in Asia, and the increasing importance of advanced packaging technologies in driving performance and miniaturization. The strong results highlight ASM’s strategic positioning in high-growth segments and its expanding footprint in key markets. As global demand for AI accelerators, high-performance computing, and automotive semiconductors continues to rise, equipment makers like ASM are expected to remain central to supply chain expansion.