ASMI QDec25 revenue up 8% higher vs guidance but down -13%q/q and -14% y/y to €698M. Upside was driven by advanced logic/foundry and spares. Orders up 26% q/q and backlog up 9%. Better than expected China drove order upside. CY25 revenue up 8% y/y to €3.2B. Original expectation for CY26 China to decline by DD% but with new orders China could be better in CY26.
Source: Sravan Kundojjala
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