
ASMI Investor Day 2025:
- 2025 revenue is revised towards the low end of €3-€3.6B vs '23 IR day; lower end of 10-20% y/y growth vs ’24; ASMI already implied this in recent earnings; 2H25 to decline 5-10% vs 1H25; orders and China revenue decelerated in recent quarters- 15% WFE CAGR between 2025 and 2030; $155B WFE by 2030Source: Sravan Kundojjala
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