Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Meeting with CEO: continuity in change and reassuring message on business

>Message of continuity and fairly reassuring on business overall - ASMi organised a VC for sell side analysts with Benjamin Loh, the new CEO, four months after his arrival. To sum up, there were no major surprises, with the CEO looking at this stage to maintain continuity in terms of the group’s strategy and positioning which have broadly proved their worth. This is based on a leader position in deposition (ALD and epitaxy) for logic chip manufacturers (Intel) and fo...
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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