ASML reports transactions under its current share buyback program
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Credit Suisse Thoughts on ASML Inc. (ASML) and Impact from Applied Materials (AMAT) New Tool
February 28, 2023 11:06 AM ESTCredit Suisse analyst Adithya Metuku reiterated an Outperform rating on ASML Inc. (NASDAQ: ASML).
The analyst comments "Our initial thoughts on impact for ASML: Details of how AMATs new tool work are currently unclear. Low visibility on exact number of multiple-patterning EUV layers at ASMLs customers further makes analysis difficult. To illustrate the potential impact, theoretically, assuming 20-25 EUV layers in various 3nm logic flavours, 4-5 reduced EUV... More
