Oddo BHF - Semiconductors: equipment manufacturers are necessary to the sector’s climate goals

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Oddo BHF

Baptiste Salaville ...

Martin Marandon-Carlhian

Semiconductors: equipment manufacturers are necessary to the sector’s climate goals

Created in November 2022, the Semiconductor Climate Consortium aims to set out the sector’s path to achieve “Net Zero” by 2050. Equipment manufacturers are key to the decarbonisation of the sector. To integrate the entire value chain, we extend our ESG coverage to VAT (Not recommended) and BESI (Not recommended). We upgrade ASMi to Neutral (vs Not recommended). - >The Semiconductor Climate Consortium aims to accelerate decarbonisation - In November 2022, SEMI, the gl...

11/04/2023 1 EN

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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.

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Analysts

Baptiste Salaville

Martin Marandon-Carlhian

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Semiconductors: equipment manufacturers are necessary to the sector’s climate goals

France, as seen from the deck of the Titanic

La France, vue depuis le pont du Titanic

Bravida : A good vehicle to make the most of the upturn in Nordic construction

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