ASM International N.V. vs Tokyo Electron: AI supply-chain exposure compared
Tokyo Electron carries the heavier AI-chain exposure (ASM International N.V. 57/100 vs Tokyo Electron 67/100). They share 6 parts of the chain — including Foundry capacity, Yield, GPU. Each owns 2 binding nodes.
Based on 6 mapped exposures for ASM International N.V. and 7 for Tokyo Electron.
ASM International N.V.ASM.AS · Chips- Chain weight
- 57/100
- Parts exposed
- 6
- Layers spanned
- 1
- Bottlenecks owned
- 2
Tokyo Electron8035.T · Chips- Chain weight
- 67/100
- Parts exposed
- 7
- Layers spanned
- 1
- Bottlenecks owned
- 2
Where they overlap
Only Tokyo Electron
Frequently asked
Is ASM International N.V. or Tokyo Electron more exposed to the AI supply chain?
Tokyo Electron, on the model's chain-weight (ASM International N.V. 57/100 vs Tokyo Electron 67/100).
What do ASM International N.V. and Tokyo Electron have in common in the AI chain?
Both are exposed to Foundry capacity, Yield, GPU, HBM, ASIC, CoWoS / advanced packaging.
How is this ASM International N.V. vs Tokyo Electron comparison made?
From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.
A structural comparison from our model of the AI value chain — illustrative, not investment advice.