Report
Stephane Houri ...
  • Wim Gille

ASM International N.V : Une solide feuille de route jusqu’à 2025, tirée par le Gate All Around – OC relevé à 480 € (vs 450 €)

>Opinion Surperformance réitérée après le CMD, ASMi est bien devenue une valeur de croissance structurelle - Hier, ASMi a organisé son 1er CMD, révélant un modèle financier complet pour 2025 qui s’est révélé être supérieur aux attentes. En synthèse, le groupe a parfaitement présenté en détail ses opportunités de croissance dans l’ALD et l’Epitaxie. Ces 2 lignes de produits bénéficient de la poursuite de la réduction des nœuds de gravures (sous le 7nm), accentuée par l...
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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