Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Everything required to continue to sustainably outperform the equipment market thanks to Gate All Around and SiC

>Ahead of the CMD on 26/09, Outperform rating and target price of € 480 reiterated - ASMi will hold its second CMD on the afternoon of 26/09 in London (the previous CMD was in Amsterdam in 2021). Ahead of this event, we reiterate our Outperform rating and target price of € 480, or upside of 24%. We remain extremely confident regarding the group’s positioning and its ability to sustainably and significantly outperform the equipment market in the next five years. Among...
Underlying
ASM International N.V.

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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