Report
Stephane Houri ...
  • Wim Gille

ASML : Même ASML n’est pas immunisé, mais l’histoire de croissance structurelle est absolument inchangée

>Une série de difficultés, dont la supply chain mais pas seulement, qui pénalisent un peu l’activité en fin d’année - Hier, même si le BPA T3 2021 d’ASML est ressorti supérieur aux attentes de 7% (réaction initiale), la publication a aussi mis en évidence le fait que les difficultés d’approvisionnement dans la supply chain n’épargnaient personne. Au-delà de la supply chain, le groupe a également été pénalisé par 1/ un lancement un peu plus complexe que prévu de son ce...
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
Stephane Houri

Wim Gille

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