ASML : Still a story of structural technological domination, but a few uncertainties in the short term - Target price raised to € 255 (vs € 215)
>The marked increase in the share price makes sense given the strength of the investment cycle at TSMC/Intel, and this is not an isolated case - We have decided to take a look at ASML which has gained 60% on the stock market since the start of the year. The stock is far from an exception amongst suppliers for the semiconductors industry, notably with ASMi at +124% YTD, AMAT at +56%, KLA at +75% and LAM Ã +73%. The sector is currently benefiting from the continued node...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.