---
title: "ASMI 2Q25- 5 straight quarter of y/y growth; 6 quarter q/q streaks ends; QSep will grow -5% to 0%; 8"
description: "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 fou"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000156618.md"
published_at: "2025-07-23T10:17:23.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# ASMI 2Q25- 5 straight quarter of y/y growth; 6 quarter q/q streaks ends; QSep will grow -5% to 0%; 8

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 0.8

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.