Report
Maissa Keskes ...
  • Stephane Houri

Siltronic AG : La reprise se fait attendre…

>Opinion Surperformance et OC à 100 € maintenus - Suite à la publication des résultats T3 24, nous réitérons notre opinion Surperformance et notre OC à 100 €. Siltronic continue de faire face à la poursuite de la faiblesse de la demande dans l’industrie des wafers, en raison des stocks toujours excédentaires chez ses clients. Dans ce contexte, la qualification des clients dans la nouvelle usine à Singapour a été reportée du T4 24 à 2025. Cela a eu pour conséquence de ...
Underlying
Siltronic AG

Siltronic AG is a Germany-based producer of hyperpure silicon wafers. The Company offers polished wafers, epitaxial wafers and annealed wafers, among others. Its products are used for semiconductor components, including high-voltage applications, low resistivity devices in automotive engineering and telecommunications, as well as integrated microprocessors and memory modules for information processing in cell phones, laptops and other consumer goods. The Company also produces high reflectivity (HiREF) wafers, as well as PowerFZ wafers for power applications and Ultimate Silicon for complementary metal-oxide semiconductor (CMOS) applications. It operates production facilities in Europe, Asia and the United States.

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
Maissa Keskes

Stephane Houri

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