Robert Long schreef op 27 maart 2020 11:47:
ASML top choice bij
Berenberg.
** Berenberg picks ASML Holding ASML.AS as its top choice
among semiconductors as it expects end-market weakness amid the
coronavirus pandemic to have a delayed impact on the Dutch chip
maker
** The demand for the leading edge remains solid, Berenberg
says, and ASML makes an extreme ultraviolet lithography tools,
essential in the transition to leading-edge production
** On the other hand, Berenberg expects U.S.-based peers
like LAM Research and Applied Materials to
face material disruptions
** The brokerage cuts is 2020 capex expenditure for
semiconductor companies to down 5% compared to capex being flat
in the previous estimate
** Overall, Berenberg sees the coronavirus pandemic creating
a low level of disruptions for semiconductor equipment vendors