Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASML : Two (potential) excellent pieces of news in one day, Outperform rating confirmed

>Close to an agreement with TSMC on EUV orders for 20252nm technology? - ASML yesterday gained nearly 8%, following information reported by Bloomberg regarding the fact the CFO of ASML (Roger Dassen) had indicated, in a conference call, that the group was very near to an agreement for prospective orders from TSMC for the transition to 2nm. These comments were reportedly confirmed by a group spokesperson. We note that these orders for Low NA NXE 3800 EUV systems (for a...
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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