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ASM International poised for strong growth with new transistor tech and €5B revenue forecast by 2027

Analyst Insights
15 Aug 2026, 20:45 WIB
Seeking Alpha
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Bullish
ASM International poised for strong growth with new transistor tech and €5B revenue forecast by 2027

ASM International is set to benefit from the shift to gate-all-around nanosheet transistors, which will increase deposition content per wafer. The company expects robust revenue growth, projecting over €4.1 billion in 2026 and a base case of €5.0 billion in 2027, driven by strong order intake. Its expertise in atomic layer deposition and epitaxy is securing durable customer wins, especially in advanced semiconductor nodes and memory applications. The recommendation is to buy ASMIY shares, with a price target of €1,080, assuming successful sales growth and gross margins near 50%.

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