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๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: โฌ1.003B (+20% YoY, +24% CC) โ
โข Gross margin: 51.9%
โข Adjusted operating margin: 33.0%
โข Adjusted net income: โฌ292.9M vs. โฌ173.0M YoY (+69%)
โข Free cash flow: Record โฌ355M
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๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 revenue: โฌ1.10B ยฑ5% (constant currency)
โข H2 2026 revenue expected to grow >20% vs. H1 (constant currency)
โข Expects 2027 revenue to exceed the previous โฌ3.7Bโโฌ4.6B target range
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Record quarter driven by AI infrastructure, leading-edge logic/foundry and HBM DRAM demand
โข Strong momentum at 2nm, with first meaningful 1.4nm revenue expected in H2 and additional market share gains in ALD and Epi
โข Continued strength in China mature logic/foundry and another DRAM customer selected ASM's Epi solution
โข Management expects continued robust order intake and higher WFE spending to support growth beyond prior 2027 targets