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Posted by
Two Blokes Jul 10 -
Filed in
Stock
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ASM dominates the advanced deposition market, especially ALD, positioning it to benefit from AI-driven semiconductor demand and data center expansion. Q1 FY25 results exceeded expectations, with strong revenue growth, record margins, and robust free cash flow, driven by AI logic chip demand. Risks include economic cyclicality, strong competition, and premium valuation, but ASM's consistent execution and innovation mitigate these concerns.
