ischav2 schreef op 28 oktober 2024 20:25:
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De cijfers van ASMI geven geen uitsluitsel, maar de outlook van eind juli geeft aan dat de vraag vanuit China terugloopt. Maar meer dan goed wordt gemaakt door nieuw gewonnen klanten:
“ We expect revenue in the third quarter of 2024, at constant currencies, to be in a range of €740-780 million.
We project ASM’s revenue in the second half to increase around 15% compared to the level in the first half resulting in another growth year for ASM. We continue to expect sales from China to drop in the second half compared to the exceptional level in the first half. This will however be more than offset by an expected strong increase in the second half in leading-edge logic/foundry sales, mostly driven by rising GAA-related sales and an increase in memory sales, in particular for HBM DRAM.”