
ASMI 1Q26
- 1Q revenue up +24% q/q and +3% y/y to (high end of guidance); 2Q revenue will grow to €980M (+/- 5%)- Expects 2H26 revenue to be higher than 1H26-1Q revenue driven by logic/foundry; strength in leading-edge nodes; strong sequential rebound in mature logic/foundry sales in China- Advanced logic/foundry remains the main driver for CY26Source: Sravan Kundojjala
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