ASM International diligence pack

What they do

• Leader in atomic layer deposition (ALD) and epitaxy tools.
• Primary segment: Equipment (Front End) / Deposition.
• Key products in the dataset: ALD systems, epitaxy systems.
• Market position in that segment: leader.

Role in the chain

• ASM International is a market leader in Equipment (Front End) (Deposition), headquartered in Netherlands. Leader in atomic layer deposition (ALD) and epitaxy tools.
• Ask: On the step you actually buy, is this company the process owner, a second source, or a distributor? The segment label is not a substitute for that answer.

Counterparties on the graph

• Tracked suppliers: 1. Tracked customers: 8.
• Named suppliers (first 1): Ultra Clean Holdings.
• Named customers (first 8): Samsung Electronics, SK hynix, TSMC, GlobalFoundries, Intel, Micron Technology, SMIC, United Microelectronics (UMC).
• Ask: Which of those edges are in a filing or a primary-source quote, and which are segment-inferred? Do not treat the two as the same fact.

Concentration and replaceability

Operator section

• ASM International itself is a leader in its primary segment.
• None of the tracked suppliers are labelled monopoly or leader in this dataset.
• Ask: If the named monopoly or leader supplier stopped shipping, is there a qualified second source on that process step? If the dataset does not name one, do not assume one exists.

Geography and jurisdiction

• Headquarters country in the dataset: Netherlands.
• Ask: Where do the fabs, plants or logistics nodes actually sit, versus the HQ country on this record? This dataset records headquarters, not every site.

Public-markets facts (only what is on the record)

Investor section

• Public company, ticker Euronext Amsterdam:ASM. A live market cap is on the company profile; this pack does not restate it as a diligence conclusion.
• Ask: What does the latest reported period (if any) say about capacity, backlog and customer concentration? If the company page has no revenue figure, that number is not in this dataset.

Operator checklist

Operator section

• Ask: The dataset records 1 tracked supplier for ASM International. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
• Ask: The dataset names 8 tracked customers for ASM International. How concentrated is demand among those names, and which of them have a documented second source in this graph?
• Ask: ASM International is positioned as a leader in Equipment (Front End). How replaceable is this vendor on the process step you are buying?
• Ask: ASM International is headquartered in Netherlands. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
• Ask: ASM International trades as Euronext Amsterdam:ASM. What does the latest reported period say about capacity and backlog versus the graph position above?

Investor checklist

Investor section

• Ask: Is the graph position (monopoly / leader / major / challenger / niche) the thing you are underwriting, or a product line the one-liner does not cover?
• Ask: Which named customers in this graph could switch, and which named suppliers could not be replaced in a year? Count only names this dataset actually lists.
• Ask: What is not in this dataset — site-level capacity, contract terms, revenue split by customer — that you still need from a filing or a call?