ASM ASM International N.V. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
11:16
Jul 07
Jul 07
Bloomberg Markets
AI inference drives memory and equipment demand
AI memory demand is shifting from training to inference, broadening to NAND and SSDs, with a structural uptrend over the next few years. Samsung and SK Hynix are posting strong margins near 80%, and their huge multi-year CapEx plans to double capacity will drive more demand for chipmaking equipment (ASML, ASM International) and materials, spreading growth across the semiconductor supply chain.
ASM
ASM International N.V.
Long
1ST
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17:56
Jun 23
Jun 23
CNBC
All chips need same fab equipment.
Owning semiconductor equipment suppliers like ASM is a way to get exposure to the AI chip buildout without picking which chipmaker will win. All GPU and AI chip makers—Nvidia, Amazon, Google, newcomers—need the same advanced fabrication equipment, making semicap stocks a high-conviction downstream bet on the entire AI semiconductor supply chain.
ASM
ASM International N.V.
Long
1ST
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10:36
Apr 22
Apr 22
Bloomberg Markets
ASM International boosted by AI chip demand.
ASM International is benefiting from strong demand for chipmaking equipment driven by AI adoption and data center buildout, leading to record highs and upgraded profit expectations.
ASM
ASM International N.V.
Long
1ST
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About ASM Investor Commentary
Across the available history and selected sources, Buzzberg tracks ASM (ASM International N.V.) across 7 sources: 9 bullish vs 0 bearish calls from 11 authors. Historical directional balance: 43% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 21 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Masahiro Kazuki, Philippe Laffont, Matt Bloxham.