Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASML : High NA EUV is probably the ‘Next Big Thing’ for ASML

>Outperform rating maintained after a fireside chat on High NA EUV - We organised a fireside chat with Greet Storms, Head of Product Management High-NA, and Sam Van der Zalm from the investor relations team. Looking beyond the very high quality of the presentation (showing that the group has high-level engineers capable of rising to the challenge presented by the departure of CTO Martin van Den Brink), the main conclusion is that High NA EUV is clearly one of the pri...
Underlying
ASML Holding NV

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.

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
Martin Marandon-Carlhian

Stephane Houri

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