The Dutch chip-equipment maker expects to pass its former 2030 sales target three years early at constant currencies. It also forecasts fourth-quarter revenue of €1.23 billion, plus or minus 5%, above analysts’ central estimate.
ASM International said on October 27 that it expects revenue to exceed €5.7 billion at constant currencies in 2027, reaching its previous 2030 sales target three years early. Constant currencies means holding exchange rates fixed to remove the effect of currency movements.
The Dutch chip-equipment maker attributed the faster timetable to investment in production capacity linked to superintelligence (SI), CNA Business said. The revised forecast puts ASM above the €5.41 billion in 2027 revenue expected by analysts polled by LSEG.
| Period | ASM figure and status | Analyst estimate |
|---|---|---|
| Third quarter 2026 | €1.16 billion in reported sales | €1.10 billion |
| Fourth quarter 2026 | Forecast of €1.23 billion, plus or minus 5% | €1.18 billion, from an LSEG poll |
| Full year 2027 | Forecast of more than €5.7 billion at constant currencies | €5.41 billion, from an LSEG poll |
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Michael Roeg of Degroof Petercam called the figures a “triple beat”, referring to stronger-than-expected third-quarter revenue and the quarterly and annual outlooks.
ASM makes machines that deposit ultra-thin layers of material onto silicon wafers. It leads in atomic layer deposition, a technique that builds films one atomic layer at a time and is needed for the most advanced chip designs. It is distinct from the similarly named Dutch company ASML, which makes photolithography machines that use light to form chip patterns.
In an October 6 announcement, ASM scheduled its quarterly earnings conference call and webcast for October 28, 2026, at 3 p.m. CET.
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