ASM International N.V : Dans un contexte de pénurie de puces, il y aura besoin de beaucoup plus de capacités – Opinion surperformance réitérée, OC relevé à 280 € (vs 220 €)
>Le momentum Capex reste excellent (foundry/logic+mémoire) - Le contexte a rarement été aussi favorable du fait de la pénurie sévère de puces dans le domaine de l’automobile, mais pas seulement. Pour faire face à cette situation, les fabricants de semi-conducteurs accélèrent leurs investissements. TSMC a guidé sur des Capex 2021 de 25 à 28 Md$ à +40% et prépare le 3nm au S2 2022. Samsung ne devrait pas se laisser distancer. Intel continue d’investir dans les nœuds act...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.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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