
ASMI 3Q25
- 6 straight quarter of y/y growth; QDec will decline to €630-€660M (-19% q/q) ; At midpoint of 4Q guidance, CY25 will grow by 6% to €3.12B- Expects CY26 revenue to grow y/y- New orders down 9% q/q to €637M, driven by reduced China orders- Advanced logic/foundry orders up q/q but lower than expectedSource: Sravan Kundojjala
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