Asm International Nv (ASMXF) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a04264-d3ad-7102-b27f-69f2e15adb70 Created: 2026-08-27T08:45:00.126Z Duration: 1014.1518 Channels: 1 00:00:00.000 -- 00:00:02.720 Yes, I think because I 00:00:02.720 -- 00:00:05.040 think last time already we mentioned that the 00:00:05.040 -- 00:00:05.760 pace 00:00:06.000 -- 00:00:07.120 of adoption 00:00:07.120 -- 00:00:08.879 customer by customer is different. 00:00:09.200 -- 00:00:10.559 There might be even 00:00:11.120 -- 00:00:13.360 a customer that might completely skip it. We 00:00:13.360 -- 00:00:15.120 don't know yet, but that's to be seen. 00:00:16.085 -- 00:00:17.925 And I think for us, based on what 00:00:17.925 -- 00:00:19.525 we see and 00:00:19.845 -- 00:00:21.525 think we know today, 00:00:21.525 -- 00:00:23.685 I think you should take into account '28 00:00:23.685 -- 00:00:24.324 as 00:00:25.044 -- 00:00:27.125 the first year where we start to see 00:00:27.445 -- 00:00:28.805 positive contribution 00:00:28.805 -- 00:00:31.900 related to Forbes Square. Micah, maybe a little 00:00:31.900 -- 00:00:34.220 bit earlier, I don't know yet, but I 00:00:34.220 -- 00:00:36.060 would I mean, time line is still a 00:00:36.060 -- 00:00:37.900 little bit uncertain and very different from customer 00:00:37.900 -- 00:00:40.460 to customer. So yes, I think the best 00:00:40.940 -- 00:00:42.940 color I can give right now is 00:00:43.740 -- 00:00:44.460 in 2018. 00:00:45.655 -- 00:00:49.655 Understood. So, as to what Paul has mentioned 00:00:49.655 -- 00:00:53.414 here, we see a strength in memory 00:00:53.574 -- 00:00:54.774 in 2026 00:00:54.774 -- 00:00:57.975 and also increasing for us in 2027 and 00:00:57.975 -- 00:00:58.295 beyond. 00:00:59.130 -- 00:01:01.770 The biggest increase for us will happen rea...