Story perspectives

ASM International Surges Past Q4 Booking Expectations

1/19/2026

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Summary

Story summary

On January 19, 2026, ASM International reported preliminary fourth-quarter bookings (Q4) of about 800 million euros, above the 669 million euro consensus.
The rebound in orders from China and strong demand in advanced logic/foundry drove Q4 bookings above estimates.
Revenue for Q4 reached about 698 million euros, above the 656 million euro forecast.
This contrasts with the third quarter, when orders from China—the leading buyer of chipmaking equipment—declined significantly.

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Story summary

On January 19, 2026, ASM International reported preliminary fourth-quarter bookings (Q4) of about 800 million euros, above the 669 million euro consensus.
The rebound in orders from China and strong demand in advanced logic/foundry drove Q4 bookings above estimates.
Revenue for Q4 reached about 698 million euros, above the 656 million euro forecast.
This contrasts with the third quarter, when orders from China—the leading buyer of chipmaking equipment—declined significantly.