Equipment & consumables · Netherlands

ASM International

ASM NA Work there, own it, buy from it ↓

Atomic layer deposition. Holds none of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here; listed as context for its step of the chain.

Bottlenecks held0 of 33none of the tracked rows Directory gradeConcentrateda judgement, not a sourced fact

Why graded so · ALD became unavoidable as devices went vertical, on a short supplier list.

Role cited from asm.com ↗. The grade is this project’s judgement. Report an error

01What it rests on, and what rests on it

each row quotes the page it rests on

Sells into

Leading-edge foundry capacity
“The leading-edge logic/foundry market was the main growth driver for ASM, on the back of 2nm investments.”
asm.com · primary source · Annual Report 2025. Customers are not named.
High-bandwidth memory stacking yield
“Advanced DRAM and HBM remain the engine for memory customers, both in terms of innovation and capacity requirements.”
asm.com · primary source · ASM’s deposition tools for HBM-related DRAM, not the stacking step.

A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →

02Others at the same step of the chain

directory rows · grades are judgements

ASMLEUV and DUV lithography systemsChokepoint
Carl Zeiss SMTEUV projection opticsChokepoint
TrumpfEUV plasma-source lasersChokepoint
Applied MaterialsDeposition, etch and process toolsConcentrated
Lam ResearchEtch and depositionConcentrated
Tokyo ElectronCoaters, developers, etchConcentrated
KLAProcess control and metrologyConcentrated
JSRPhotoresistsChokepoint
Tokyo Ohka KogyoPhotoresists and process chemicalsChokepoint
Shin-Etsu ChemicalPhotoresists, masks and siliconesChokepoint
NikonLithography systemsCompetitive
CanonLithography and nanoimprintCompetitive

03Ways to take part

how to reach it, not whether to

Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not

Work there: Its open roles are read daily from its public job board, and listed here.487 open roles Official careers page ↗
Own part of it: Its shares trade publicly as ASM NA, bought and sold through a broker that reaches that exchange.ASM NA listing record ↗
Buy from it: What it does in the chain: Atomic layer deposition. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗

04Hiring

from its public job board

Senior Engineer II, Field Process
Japan > YokkaichiBusiness and other rolesSenior, staff or principalposted 9h ago
Senior Specialist II, Talent Acquisition
SingaporeBusiness and other rolesSenior, staff or principalposted 11h ago
Regional Early Careers/University Recruiter
South Korea > HwaseongBusiness and other rolesExperiencedposted yesterday
Regional Early Careers/University Recruiter
Japan > KawasakiBusiness and other rolesExperiencedposted yesterday
Regional Early Careers/University Recruiter
SingaporeBusiness and other rolesExperiencedposted yesterday
Director, PEALD Technology
Taiwan > HsinchuBusiness and other rolesManager, director or aboveposted yesterday

All 487 (Computed: Count of postings currently listed on the public job boards Substrata reads, after the page’s filters. By default software and business roles that name no bottleneck are left out; "Every role" puts them back.) open roles, read daily from the company’s public job board. Official careers page ↗

05What this holds up

5 loops

Software scaffoldone turn: Minutes
sells into Leading-edge foundry capacity, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
Firmware and programmable logicone turn: Minutes to hours
sells into Leading-edge foundry capacity, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
Frontier training runone turn: Weeks to months
sells into Leading-edge foundry capacity, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
Software scaffoldone turn: Minutes
sells into High-bandwidth memory stacking yield, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
Frontier training runone turn: Weeks to months
sells into High-bandwidth memory stacking yield, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

06Sources

1 cited

asm.com ↗ — its role in the chain: Atomic layer deposition

Discussion

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