ASMI's GAA orders growth took a pause in 2Q25 after 6-7 quarters of growth. The company insists its due to timing not due to weakness and will pick up in 3Q. ASMI implies while TSMC will invest it will unlikely to absorb all of the GAA capacity left by Intel & Samsung in '26 but in '27 likely. With Intel's reduced capex it has to go somewhere.
Source: Sravan Kundojjala
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