Report
Stephane Houri

ASM International N.V : Opinion positive réitérée, malgré le momentum négatif dans la mémoire

>Nous restons positifs après une journée de roadshow - Nous avons organisé une journée de roadshow avec ASMi. Malgré un contexte général semis ‘complexe’, mêlant à la fois ralentissement naturel du secteur après 2 années de forte croissance (lire notre note du 13/08 Cliquer ici pour accéder au document ) et bruits négatifs venant du marché de la mémoire (1/3 du marché des semis), nous réitérons notre opinion positive. ASM International reste leader de l’ALD (Atomic La...
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

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