SEMICONDUCTORS: Sometimes a little smaller is what you need more ASM NA, ASML NA, BESI NA
This note will examine developments in both the global semiconductor and wafer fab equipment markets, focusing on capacity prospects, continuing supply chain challenges, and end-of-cycle concerns. Numerous factors are combining to drive the semiconductor industry toward a more stable structure in our view. On a more local level, we'll discuss some of the Dutch semicaps' countercyclical qualities, which are mostly the result of their technological prowess in each of their respective markets. Finally, we'll look at some of the sector's most significant ESG challenges and opportunities, as well as conduct a more in-depth review of the Dutch semicaps.ASM International is an equipment supplier mainly to the semiconductor manufacturing industry. Co. designs, manufactures and sells equipment and services to its customers for the production of semiconductor devices, or integrated circuits. Co.'s front-end segment manufactures and sells equipment used in wafer processing, encompassing the fabrication steps in which silicon wafers are layered with semiconductor devices. Co.'s back-end segment manufactures and sells equipment and materials used in assembly and packaging, encompassing the processes in which silicon wafers are separated into individual circuits and subsequently assembled, packaged and tested.
ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.
We are a financial services provider for several types of professional clients, each with distinct needs.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.