ASM International N.V : Un S1 24 stable n’invalide en rien le scenario d’une forte croissance en 2025, tirée par le 2nm Gate-All-Around
>Résultats T4 23 < aux attentes, malgré un bon CA et une marge brute correcte, principalement en raison d’une perte de change liée à la baisse du $ - Le CA T4 23 ressort à 633 M€, à +1% qoq, mais à -7% yoy. 1,3% > au consensus de 625 M€. Les revenus d’équipements sont à -12% yoy et stables qoq. A contrario les services et pièces détachées ressortent à +22% yoy et à +3% qoq à cc. La marge brute ressort à 47,9%, légèrement < au consensus de 48.1%. Le mix reste favorable...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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