ASM International N : Investor presentation Q4 2022 | 3.76MB ZIP HTML
February 28, 2023 at 12:55 pm EST
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All matters discussed in this presentation, except for any historical data, are forward-looking statements. Forward-looking statements do not guarantee future performance and involve risks and uncertainties. You should be aware that our actual results may differ materially from those contained in the forward-looking statements as a result of certain risks and uncertainties. These risks and uncertainties include, but are not limited to, economic conditions and trends in the semiconductor industry and the duration of industry downturns, currency fluctuations, the timing of significant orders, market acceptance of new products, competitive factors, litigation involving intellectual property, shareholder or other issues, commercial and economic disruption due to natural disasters, terrorist activity, armed conflict or geopolitical tensions or political instability, changes in import/export regulations, epidemics and other risks indicated in our most recently filed Annual Report and other filings from time to time. The risks described are not the only ones. Some risks are not yet known and some that we do not currently believe to be material could later become material. Each of these risks could materially affect our business, revenues, income, assets, liquidity, and capital resources. All statements are made as of the date of posting unless otherwise noted, and we assume no obligation to update or revise any forward-looking statements to reflect future developments or circumstances.
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ASM is focused on enabling deposition technologies, with key strengths in innovation
Leader in the ALD market, which is expected to grow by a CAGR of 16%-20% from 2020 to 2025 Expanding our position in the silicon Epi market (CAGR of 13%-18% from 2020 to 2025) Selective growth in PECVD and vertical furnaces, and healthy growth in spares & services
With the acquisition of LPE (closed on October 3), ASM has entered the high-growth silicon carbide Epi market
Normalized(1) Q4 2022 gross margin of 46.9% and normalized(1) operating margin of 26.2%
Solid cash position of €419m at the end of Q4 2022, no debt
A dividend of €2.50 per share will be proposed at the next AGM
Submitted Net Zero measurements and targets for scope 1, 2, and 3 to the SBTi
We target an increase in the female participation rate to 20% of the total workforce by 2025, up from 15% in 2021. In 2022, we made a first step by increasing it to 17%
(1) Excluding amortization of fair value adjustments from respective purchase price allocations (before tax)
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ASM International NV published this content on 28 February 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 February 2023 17:52:55 UTC.
ASM International N.V. specializes in designing, producing, and selling equipment for use by semiconductor manufacturers. The activity is organized around two families of products:
- semiconductor wafers: productions and special films used to make wafers of silicon, copper, etc.;
- assembly and packaging equipment: for the matrices made by cutting semiconductor wafers. The group also produces encapsulated semiconductors.
Net sales are distributed geographically as follow: Europe (11.5%), Asia (67.4%) and the United States (21.1%).