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UBS: With TSMC's Support, ASM's Core Business Steps onto the Fast Track of Growth
1 week ago /
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Author：小编
On January 6, analysts from UBS pointed out in a report that investors have yet to fully recognize the value created by ASM International, given its substantial exposure to TSMC. UBS anticipates that ASMI will reap significant benefits, as TSMC's investment in wafer manufacturing is projected to surge by 21% year-on-year in 2026. Analysts also highlighted that the revenue growth from ASM's foundry and logic business is set to surpass expectations. Additionally, they noted that the escalating demand for AI memory has not been adequately factored in by investors. Consequently, ASM's stock price soared by 4.7%, outperforming its European semiconductor counterparts and trading close to its one-year peak.
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