ischav2 schreef op 20 oktober 2024 15:22:
29 OKTOBER komt ASMI met de cijfers Q3
Nog even de outlook bij Q2:
End-market demand and outlook
• Logic/foundry bookings again included a solid level of tool orders related to the GAA 2nm technology node. The GAA node is still projected
to move into high-volume manufacturing in the course of 2025, and we expect this to be a strong revenue driver for ASM.
• In memory strong growth in bookings thanks to investments in DRAM HBM applications.
• Power/analog/wafer bookings were at a decent level despite generally slow market demand.
• SiC Epi bookings were also at a relative strong level in Q2 2024.
• Q3 2024 revenue is projected to increase to €740-780 million. Revenue for H2 is expected to increase around 15% compared to H1
Zowel BESI als ASMI hebben waarschijnlijk ook last van uitstel orders ASML, maar als Samsung haar zaakjes op orde brengt zal er inhaal plaatsvinden. Verder bevindt ASMI zich met GAA en EPI in de sweetspot: AI chips hebben nu eenmaal deze technieken nodig.
In dit verband zie de lezing van Marc Langeveld, mega interessant!