ASML : Feedback de field trip – L’histoire structurelle s’accélère, déjà de la visibilité sur 2021
>Un message positif sur l’accélération de l’industrialisation de l’EUV, une visibilité accrue sur 2021… - Nous avons organisé un field trip au siège d’ASML à Veldhoven et rencontré Peter Wennink (CEO), ainsi que Marcel Kemp (Director IR). Au-delà de la visite de ‘l’experience center’ qui permis de mieux comprendre le métier, l’avantage technologique unique, les perspectives et les défis de l’entreprise, l’idée clé que nous retenons est que l’histoire de domination tec...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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