ASML : Field trip feedback – the structural story is gathering pace, visibility on 2021 already
>Positive message on the acceleration in EUV industrialisation, increased visibility on 2021… - We organised a field trip to ASML’s head offices in Veldhoven and met Peter Wennink (CEO) and Marcel Kemp (head of investor relations). Besides the visit to the experience centre, which provided a clearer picture of the company’s business, unique technological advantage, outlook, and challenges, the key takeaway in our view is that the technological domination story (which ...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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