Sustainability Flash Note: ASM International – Sustainability Connect 2026: Take-aways from our Call

Research evidence excerpt

Sustainability Flash Note: ASM International – Sustainability Connect 2026: Take-aways from our Call

J P M O R G A N Europe Equity Research

27 July 2026

Sustainability Flash Note

ASM International – Sustainability Connect 2026: Take-

aways from our Call

As part of our Sustainability Connect call series, we hosted Dylan McNeil,

Senior Director of Sustainability & ESG, and John Golightly, VP of

Sustainability, Climate & Global EHS, at ASM International. (Sandeep

Deshpande covers ASMI [OW]).

The session covered ASMI’s 2030 sustainability strategy and its integration EMEA Sustainable Investing

with the business, product-led decarbonisation, energy and supply-chain Research

dynamics, and governance. Our main take-aways are as follows: Hugo Dubourg AC

(33-1) 4015 4471

• Sustainability is embedded in the corporate strategy: ASMI’s approach is hugo.dubourg@jpmchase.com

built around 2030 objectives spanning five pillars –innovation, planet, people, Jean-Xavier Hecker

supply chain and governance, and “accelerate sustainability” is one of the (33-1) 4015 4472

company’s six top-level strategic objectives, linking it directly to product jean-xavier.hecker@jpmorgan.com

competitiveness, customer relevance and risk management. Noemie de la Gorce, CFA

• Product innovation is the central decarbonisation lever, given a (44-20)noemie.delagorce@jpmorgan.com7134-4229

downstream-heavy footprint: With systems that consume significant energy European Tech Hardware &

over a ~15-year lifetime, the largest part of ASMI's footprint sits in product use; Payments

2035 targets include a 35% cut in precursor consumption per wafer in key ALD

Sandeep Deshpande

processes, a 35% cut in thermal energy per wafer, and a 20% cut in radio

(44-20) 7134-5276

frequency energy per wafer.