SÜSS Micro Tec SE : Positive tone during the Fireside chat despite the short-term supply chain issues
>Neutral rating reiterated after a Fireside Chat with CEO of Suss MicroTec - Last Friday, we organised a Fireside chat with CEO of Suss MicroTec Dr Brend Schulte, vice president of R&D Stefan Lutter and head of IR Sven Kopsel. Despite the short-term supply chain issues, management’s tone was overall positive on the growth outlook of the group, driven by the ramp-up of AI and the promising prospects of hybrid bonding. We are not adopting a positive stance due to the on...SUESS MicroTec SE Formerly known as Suess MicroTec AG. SUESS MicroTec SE is a Germany-based holding company (the Group) that supplies process equipment for microstructuring in the semiconductor industry. The Group operates through four segments: Lithography, Bonder, Photomask Equipment and Others. The Lithography division develops, produces and sells the mask aligner, developer, and coater product lines, as well as ultraviolet (UV) projection and laser processing product lines. The Bonder division comprises the development, production and distribution of the substrate bonder product line. The Photomask Equipment division includes the development, manufacture and sale of HMx, ASx, MaskTrack and MaskTrack Pro product lines through SUSS MicroTec Photomask Equipment GmbH & Co KG. The Others division combines further activities of the Group in the area of micro-optics and lenses and the centralized Group functions.
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