Report
Stephane Houri ...
  • Wim Gille

ASM International N.V : Indicators all still positive, TP raised to € 320

>Still confident on the solidity of the ALD and epitaxy markets - Halfway through the quarter, we took stock of the situation with ASMi and came away with the view that underlying demand for equipment, more specifically in ALD, remains very solid, in line with the indications provided at the Q1 earnings report. The group confirmed that it expects growth of the WFE (Wafer Fab Equipment) market to be in the ‘high teens to low double digits’. In ALD, investment remains s...
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
Stephane Houri

Wim Gille

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