SUSS MicroTec Well Positioned in AI Booming Semiconductor Market

30 days ago

Chloe Malay

"Yeah. Yeah. It makes a lot of different equipment for the semiconductor industry. So uh in the capital markets day it unveiled a new long-term targets for sales and margin and profit um that investors seem to be uh quite happy about so that it comes just a couple of weeks after third quarter results for that company that showed really strong order momentum. So the outlook looks very very bright. Some of the clients include Micron, TSMC, Samsung. So all of those companies that are really exposed to the artificial intelligence uh boom and so that makes us microte very well positioned going forward. Um we have seen quite a big gap in that chipm sector between those companies that are more exposed to this AI infrastructure and those that have been a little bit more exposed to the automotive and and industrial and markets which have obviously been struggling a little bit more. But it seems that s microtr is on the right side of this divide, really exposed to this AI infrastructure boom and that is being uh seen in those very positive long-term targets and in the share price this morning."

SUSS MicroTec displayed strong order momentum and unveiled new long-term targets during its capital markets day, positioning it favorably within the semiconductor space. Benefiting from the AI infrastructure boom with significant clients like Micron, TSMC, and Samsung, the company is viewed as being on the right side of the industry's evolving dynamics.

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