对于ASM International，伯恩斯坦认为环绕栅极（GAA）的采用将按计划在2025年推动原子层沉积（ALD）。该公司继续寻找2027年40.5亿欧元指引的潜在上行空间或利润率扩张机会以推动进一步价值。尽管BESI面临周期性复苏和混合键合采用时机的不确定性，但伯恩斯坦预计这些领域将在2025年和2026年出现拐点。

1 Day BESI 0.94% DJIA -0.61% S&P 500 -0.39% Technology 1.12% ...

Investing.com – Netherlands stocks were higher after the close on Thursday, as gains in the Technology, Basic Materials and Financials sectors led shares higher. At ...

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Silicon Semiconductor reports. Besi will take over all of Datacon’s shares, in return for which shareholders will receive 90% cash as well as shares. The purchase price in euros was just below ...

Investing.com - BE Semiconductor reported on Thursday first quarter earnings that missed analysts' forecasts and revenue that topped expectations. BE Semiconductor announced ...

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ASME.DE ASML Holding N.V.

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