ASML : Deux très bonnes nouvelles (potentielles) en une seule journée, opinion Surperformance réitérée
>Proche d’un accord avec TSMC sur les commandes EUV pour le 2nm en 2025 ? - Hier, le titre ASML a progressé de près de 8%, suite à des informations relayées par Bloomberg sur le fait que le CFO d’ASML (Roger Dassen) avait indiqué, lors d’une conférence call, que le groupe était très proche d’un accord portant sur des commandes attendues de la part de TSMC pour le passage au 2nm. Ces propos auraient été confirmés par un porte-parole du groupe. Rappelons que ces command...ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.
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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