ASML : Les tensions géopolitiques autour de la Chine ne changeront pas la trajectoire d’ASML
>Opinion Surperformance confirmée, OC de 800 € (un des plus hauts du consensus) après une visite de site et un roadshow - Nous avons passé 2 jours avec ASML, d’une part lors d’une visite de site où nous avons rencontré Christophe Foucquet, EVP EUV et membre du board d’ASML (profil Linkedin), puis d’un roadshow à Paris avec Marcel Kemp (Head of IR Europe). Le contexte de ces 2 visites était dominé par les considérations géopolitiques, avec de l’ouverture de l’usine de ...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.