ASML 2024 CMD: What did we learn?
ASML hosted its 2024 CMD last week. This note follows our initial reaction on the company’s updated financial targets and our recent updated perspective on the broader semicap equipment sector and ASML.The event was particularly rich and will provide us with research topics for months to come. For a summary of our main takeaways, please follow the link below.
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.
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