reports
- Pierre FerraguÊ
Deep dive into Chinese Semicap: How much of a headwind for Western pla...
Chinese WFE spending quadrupled in five years to $41bn, driven by aggressive local deployments, while domestic vendors rapidly gained traction, capturing 13% of local spending already, mostly in deposition, etch, and CMP. In this deep dive, we assess the competitiveness of key Chinese vendors, including Naura, AMEC, and SiCarrier. We estimate first the pace (and the scope) at (and on) which they could close the gap with their western peers. On that basis we estimate the share they can gain ov...
- Felix Fischer
- Felix Fischer
- Haidje Rustau
- Peter Low
- Tanvi Arora
ASM share buyback update June 16 – 20, 2025
ASM share buyback update June 16 – 20, 2025 Almere, The NetherlandsJune 23, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value June 18, 2025 215 € 517.52 € 111,267 June 19, 2025 3,423 € 512.74 € 1,755,120 June 20, 2025 3,732 € 515.14 € 1,922,520 Total...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 16, 2025 to June 18, 2025 AMSTERDAM – June 23, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolu...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value16-Jun-2518,513€664.13€12,295,06817-Jun-2518,520€663.87€12,294,89818-Jun-2518,468€665.72€12,294,55019-Jun-2518,600€658.31€12,244,62020-Jun-2518,553€662.68€12,294,695 ASML’s current share buyback program was announced on 10 November 2022, and detai...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
STMicroelectronics : Avec sa nouvelle solution de détection de présenc...
STMicroelectronics : Avec sa nouvelle solution de détection de présence humaine, STMicroelectronics améliore l’expérience des utilisateurs d’ordinateurs portables et de bureau Avec sa nouvelle solution de détection de présence humaine, STMicroelectronics améliore l’expérience des utilisateurs d’ordinateurs portables et de bureau La nouvelle technologie permet de réduire la consommation d'énergiede plus de 20 % chaque jour tout en améliorant la sécurité et la confidentialité. La solution proposée par ST associe des capteurs de distance infrarouges (Time-of-Flight) leaders sur le marché à de...
STMicroelectronics introduces advanced Human Presence Detection soluti...
STMicroelectronics introduces advanced Human Presence Detection solution to enhance laptop and PC user experience STMicroelectronics introduces advanced Human Presence Detection solution to enhance laptop and PC user experience New technology delivers more than 20% power consumption reduction per day in addition to improved security and privacyST solution combines market leading Time-of-Flight (ToF) sensors and unique AI algorithms for a seamless user experience Geneva, Switzerland, June 17, 2025 -- STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the...
ASM share buyback update June 9 – 13, 2025
ASM share buyback update June 9 – 13, 2025 Almere, The NetherlandsJune 16, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports that no transactions were executed under ASM's current share buyback program in the week June 9 – 13, 2025. For further details including individual transaction information please visit: . About ASM International ASM International N.V., headquartered in Almere, the Netherlands, and its subsidiaries design and manufacture equipment and process solutions to produce semiconductor devices for wafer processing, and have facilities in the Unit...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 9, 2025 to June 13, 2025 AMSTERDAM – June 16, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolut...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value09-Jun-2518,419€667.49€12,294,50610-Jun-2519,000€680.71€12,933,45811-Jun-2516,862€691.61€11,661,86012-Jun-2518,113€678.83€12,295,61313-Jun-2518,422€667.44€12,295,650 ASML’s current share buyback program was announced on 10 November 2022, and detai...
- Pierre FerraguÊ
- Rolf Bulk
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value02-Jun-2519,108€643.47€12,295,37703-Jun-2519,061€644.85€12,291,42904-Jun-2518,665€658.71€12,294,73105-Jun-2518,664€658.73€12,294,54006-Jun-2518,542€663.09€12,295,102 ASML’s current share buyback program was announced on 10 November 2022, and detai...
ASM share buyback update June 2 – 6, 2025
ASM share buyback update June 2 – 6, 2025 Almere, The NetherlandsJune 9, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. DateRepurchased sharesAverage priceRepurchased valueJune 2, 202511,607€ 471.98€ 5,478,314June 3, 20254,528€ 482.57€ 2,185,065Total16,135€ 474.95€ 7,663,379 These repurchases were made as part of the €150 million share buyback program which started on April 30, 2025. Of the total program, 26.1% has been repurchased. For further details including individual transac...
- Pierre FerraguÊ
Bible 1Q25 – Memory: all set for the upcoming HBM run.
Today, we are publishing the Memory section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. DRAM COGS increased 9% YoY but was down 15% QoQ, along usual seasonality and with China curbs hurting Samsung’s HBM. The outlook remains strong, with all manufacturers expecting HBM revenues to more than d...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 2, 2025 to June 6, 2025 AMSTERDAM – June 9, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolutio...
- Pierre FerraguÊ
Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...
Today, we are publishing the automotive section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...
- ING Helpdesk
Benelux Morning Notes
Ageas: Reinsurance partnership with TRIGLAV, taking QS on Italian motor direct insurance Belgian Telecoms: Digi introduces a new mobile subscription at €3. Kinepolis: Box office in US/Canada up 76% YoY while France visitors were down 25%. NN Group & ASR: Dutch coalition collapse not affecting Dutch Pension Reform. SBM Offshore: Farewell Aseng after 13.5 years of service. Events Calendar
PROX PROXIMUS SA DE DROIT PUBLIC
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
PHIA KONINKLIJKE PHILIPS N.V.
WKL WOLTERS KLUWER NV
ASM ASM INTERNATIONAL N.V.
ASRNL ASR NEDERLAND NV
LIGHT SIGNIFY NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ASML ASML HOLDING NV
TKWY JUST EAT TAKEAWAY.COM N.V.
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
TOM2 TOMTOM NV
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
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