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ASM International Focuses on Epitaxy to Meet AI Demands

ASM International reinforces its strategic position in epitaxy technology, a critical process for the manufacturing of next-generation semiconductors. The Dutch group outlines how this expertise meets the increasing demands for computational power and energy efficiency driven by the rise of artificial intelligence.


ASM International Focuses on Epitaxy to Meet AI Demands

Epitaxy, a Key Technology for Hardware Scaling

The advancement of artificial intelligence creates a growing demand for computing capabilities, data storage, and high-speed, low-energy consumption devices. In response to this trend, ASM positions epitaxy—a process of depositing precise atomic layers—as a crucial factor for the future of semiconductors. The group explains that design and architecture alone are no longer sufficient to address the challenges of technological scaling: discovering new materials and atomic control are becoming essential levers for improvement. Epitaxial films of silicon (Si), silicon germanium (SiGe), and variants (SiGeB, SiP) play a central role in device performance, notably by increasing electron mobility and enabling faster transistor switching at reduced power.

Transition to GAA and Increasing Complexity

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The shift towards gate-all-around (GAA) technology represents a significant turning point according to ASM. GAA transistors rely on epitaxial superlattices comprising eight to ten layers of silicon and silicon-germanium, supplemented by new epitaxial contact layers. For 3D-DRAM memories, this complexity significantly intensifies, with superlattices starting around 64 layers and rapidly evolving beyond. This technological escalation demands major advancements in process control. ASM emphasizes that thermal control is one of the critical factors, an area where the group claims innovations in its Intrepid ES and Intrepid ESA tools.

Direct Thermal Control and Atomic-Scale Precision

ASM's Intrepid ES and Intrepid ESA solutions incorporate an isothermal chamber associated with the Turino CL system, a proprietary temperature measurement and feedback device. Unlike approaches that measure the temperature of the susceptor to infer the wafer's temperature, Turino CL uses multiple pyrometers to directly measure the wafer's surface temperature, providing a more effective control loop. This system allows for optimized thickness uniformity control, faster temperature ramps increasing productivity, reduced energy consumption, and especially thickness control to the atomic monolayer—critical advantage for GAA nanosheet applications and the foundation of future complex epitaxial structures. ASM identifies epitaxy as one of its most significant growth areas for at least the next five years, a segment where the group focuses its research and development investments.



Sector Semi-conducteurs Équipements de technologie de production


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Context

Period
  • Period: 1T2026
Key reported figures
  • Revenue: 863M€
Guidance from the release
  • Nous avons réalisé un solide début d'année, avec des revenus au plus haut de nos prévisions.
  • La demande des clients en matière d'IA continue de croître.
Risks mentioned
  • La situation géopolitique au Moyen-Orient génère des incertitudes.
  • La hausse des prix de l'énergie impacte la demande globale.
  • La capacité de calcul devient une contrainte principale.
Opportunities identified
  • L'adoption de l'IA s'élargit, entraînant des investissements accrus.
  • Les ventes en mémoire devraient montrer une croissance saine en 2026.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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