ASMI 2Q25
- 5 straight quarter of y/y growth; 6 quarter q/q streaks ends; QSep will grow -5% to 0%; 80%+ of revenue in USD; 2H to be flat vs 1H- New orders down 16% q/q to €703M- Lower leading-edge foundry/logic orders in 2Q but expects to pick up in 3Q; China booking to trend lower in 3Q- Backlog shrunk by -15% in 2Q and book-to-bill was 0.8Source: Sravan Kundojjala
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