ASM ASM International N.V. Loading... : Bullish and Bearish Analyst Opinions
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11:16
Jul 07
Jul 07
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.
HIGH
23:32
Jun 24
Jun 24
The author provides a detailed read-through analysis of Micron's earnings call for memory peers and semicon equipment suppliers but does not state a personal position, defaulting all tickers to watch.
17:56
Jun 23
Jun 23
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.
HIGH
00:05
May 15
May 15
Long ASM on ALD intensity from Gate-All-Around adoption and broader AI-driven equipment cycle.
HIGH
22:54
May 04
May 04
Bearish view on semiconductor capital equipment suppliers as analog/power recovery utilizes existing capacity rather than driving new wafer-fab capex.
HIGH
10:36
Apr 22
Apr 22
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.
HIGH
18:21
Feb 02
Feb 02
Skousen mentions "Kinross Gold... Avino Silver... Newmont... have just gone through the roof" but believes the secular bull market continues due to supply shortages (silver coins being melted down). The "wealth effect" and "Trump accounts" (retail inflows) are chasing performance. With silver specifically facing a physical shortage (US Mint suspending production) and high industrial use in chips, miners offer leveraged exposure to the metal price. LONG specific miners (Kinross, Avino, Newmont) to capture the leverage on continued metal price appreciation. Windfall profit taxes or nationalization risks in foreign jurisdictions; rising energy costs hurting mining margins.
About ASM Analyst Coverage
Buzzberg tracks ASM (ASM International N.V.) across 4 sources. 4 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (57%). 7 total trade ideas tracked. Latest voices: Masahiro Kazuki, TheValueist, Philippe Laffont.