Asm International Nv (ASMXF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Yes, I think because I think last time already we mentioned that the pace of adoption customer by customer is different. There might be even a customer that might completely skip it. We don't know yet, but that's to be seen. And I think for us, based on what we see and think we know today, I think you should take into account '28 as the first year where we start to see positive contribution related to Forbes Square. Micah, maybe a little bit earlier, I don't know yet, but I would I mean, time line is still a little bit uncertain and very different from customer to customer. So yes, I think the best color I can give right now is in 2018. Understood. So, as to what Paul has mentioned here, we see a strength in memory in 2026 and also increasing for us in 2027 and beyond. The biggest increase for us will happen really in the move into 4F2 where you have more LD layers and more also epi intensity, but also we've seen some customers putting Peri FinFET in their roadmap and with that we're working with them and we might and since we've been very prominent in our FinFET technology in logic, that we see some customer really pulling in that technology node and with that we will probably will get some more layers as customer put in their FinFET technology node. So the biggest increase would be '28 and beyond, but also we see some increase in 2027. Understood. If I can just ask a quick follow-up as well. You've mentioned a few times the sort of pickup in three to seven nanometer transition. And I don't know if you can give any color on whether that's your largest customer or kind of more broad based? Which transition you're talking about, sorry? Three to seven. Yes, I think it's really broad based. That's really broad based. It's not only one customer, it's very broad based. Un...