ASMPT's Disconnect With ASM NA
Asm International Nv (ASM NA) is estimated to be trading at a 23% discount to NAV, off its recent narrowest of 15% last month, but elevated with...
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Applied Materials Shines at SPIE Conference
At the SPIE Advanced Lithography conference this week Applied Materials proved that the company has a clear vision of the future and the way that...
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Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg
Apple's profit warning in relation to the impact of COVID-19 earlier this week came as little surprise. The company is doubly exposed to China, on...
477 Views
Semiconductor WFE Strong 2019 Finish And Double Digit 2020 Outlook, Albeit With A Coronavirus Caveat
On the back of robust billings in the fourth quarter, the semiconductor Wafer Fab Equipment (WFE) segment closed out 2019 on a comparatively high...
358 Views
ASML. Second Half Memory Recovery Is More Hope Than Expectation
ASML delivered Q4 2019 revenues of €4 billion, slightly ahead of expectations. FY 2019 revenues amounted to €11.8 billion, up 8% sequentially...
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