Dutch ASM's sales revenue forecast for the first quarter is expected to exceed Financial Estimates – the AI boom is a tailwind.February 26, 2025, 6:45 JST.
The sales revenue forecast is €0.81 billion to €0.85 billion, while the market expectation is around €800 million.
Demand for GAAP technology is pushing sales revenue higher, with a significant increase expected in 2025.
Dutch semiconductor manufacturing equipment manufacturer, ASM International, revealed on the 25th that its revenue forecast for the first quarter (January to March) exceeded market expectations. The boom in Artificial Intelligence (AI) has boosted demand.
Revenue for January to March is expected to be between 810 million and 850 million euros (approximately 127 billion to 133 billion yen), surpassing the market expectation of 802 million euros. Further growth is anticipated in the April to June period. Full-year forecasts were also confirmed.
Manufacturers of semiconductor manufacturing equipment, such as ASM and ASML Holding, are benefiting from a surge in demand for advanced semiconductors necessary for the operation of AI models.
In the October to December period last year, the order amount increased by 8% year-on-year on a currency-adjusted basis, but did not meet market expectations. Revenue increased by 27% to 890 million euros. The performance improvement of devices was...

Artificial Intelligence (AI) has been gaining attention since the beginning of the year, especially after President Trump announced a monumental joint project to invest "at least 500 billion dollars" in AI infrastructure within the USA.This has generated significant buzz.Furthermore, recently, a Chinese startup company, DeepSeek, has made waves in the industry by offering its AI model at low costs.It has shocked the industry.As AI technology experiences exponential growth across various sectors, the global demand for innovative AI products and services is increasing every day.With the restructuring of the AI industry, related stocks in Health Care are also showing significant upward trends recently.。
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Apple will unveil a new semiconductor for the iPhone on the 9th, utilizing the technology of ARM.
September 9, 2024, 7:17 AM, GMT+9.
Apple will unveil the semiconductor "A18" to be installed in the new iPhone at the new product launch event on the 9th. It was developed using the latest architecture "V9" of ARM, a British semiconductor design company under the SoftBank Group. Reported by the Financial Times on the 7th.
Last September, Apple extended its partnership with ARM to 2040, signing a new contract to continue using ARM's technology in its unique semiconductor designs for products like the iPhone, iPad, and the Mac series of computers.
In July of this year, ARM revealed that the income obtained from the V9 accounted for 50% of the revenue from smartphone sales.