ASM International NV (OTCQX:ASMIY) Analyst/Investor Day September 23, 2025 8:30 AM EDT
Company Participants
Victor Bareño – Director of Investor Relations
Hichem M’Saad – CEO, President & Chairman of the Management Board
Vamsi Paruchuri
Jason Foster
Eric Shero
Paul Verhagen – CFO & Member of Management Board
Conference Call Participants
Tammy Qiu – Joh. Berenberg, Gossler & Co. KG, Research Division
Jakob Bluestone – BNP Paribas Exane, Research Division
Andrew Hayman – Independent Minds Limited
Sandeep Deshpande – JPMorgan Chase & Co, Research Division
Didier Scemama – BofA Securities, Research Division
Adithya Metuku – HSBC Global Investment Research
Francois-Xavier Bouvignies – UBS Investment Bank, Research Division
Timm Schulze-Melander – Rothschild & Co Redburn, Research Division
Janardan Menon – Jefferies LLC, Research Division
Andrew Gardiner – Citigroup Inc., Research Division
Michael Roeg – Banque Degroof Petercam S.A., Research Division
Presentation
Victor Bareño
Director of Investor Relations
Good afternoon, everyone. Welcome to ASM Investor Day. Thanks for joining us today. It’s great to see so many familiar faces today in the room. My name is Victor Bareño. I’m the Head of Investor Relations. Also a warm welcome to everyone on the webcast. A few housekeeping items. In case of emergency, we will have emergency exits here on the left and in the back of the room. And in an emergency, please follow the instructions of the hotel staff. Kindly mute your phones, put them to silent. And let’s now have a look at the program. So we will start with our CEO, Hichem M’Saad, who will talk about strategy and our priorities throughout 2030. Hichem will be followed by Vamsi Paruchuri, our Corporate VP of Technology Innovation and Market Research.
He will talk about the market outlook and technology inflections. Vamsi will be followed by Jason Foster, our Corporate VP of the spares and services business unit. He will talk about growth and innovation in our Services. After the break, we
