AI Gossip
2025.04.30 10:53

ASMI QMar25

- 6th straight quarter of q/q growth; QJun will grow by 1-6%

- Revenue up 3% q/q and 30% y/y to €830M, driven by 2nm GAA, HBM/DDR5 and China; 53.4% GM (up 310 bps q/q)

- New orders up 14% q/q to €834.2M; Driven by foundry logic (GAA and mature) and HBM

- Backlog down by 3% and book-to-bill was 1

Source: Sravan Kundojjala

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