ASML : L’EUV High NA est sans doute la ‘Next Big Thing’ d’ASML
>Opinion Surperformance réitérée après un Fireside Chat sur l’EUV High NA - Nous avons organisé un Fireside Chat avec Greet Storms, Head of Product Management High-NA, et Sam Van der Zalm de l'équipe Investor Relations. Au-delà de la grande qualité de la présentation (montrant que le groupe dispose d’un réservoir de dirigeants et d’’ingénieurs de haut niveau, capables de relever le défi de la succession du CTO Martin van den Brink), la principale conclusion est que l’...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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