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Aandeel ASM International AEX:ASM.NL, NL0000334118

Laatste koers (eur) Verschil Volume
569,000   +6,200   (+1,10%) Dagrange 567,200 - 570,000 4.738   Gem. (3M) 143,7K

ASMi - jaardraadje 2021

4.693 Posts
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  1. forum rang 10 voda 19 augustus 2021 14:03
    Toyota Turkey halts production amid microchip shortage
    1 Views

    Ongoing shortages in semiconductor supply continue to hamper automotive production.

    Toyota Automotive Industry Turkey, continuing its production activities in Turkey with its factory in Sakarya, has announced that it will halt production for two weeks due to the microchip crisis.

    The factory will not produce between 20 August and 5 September.

    Toyota, which produces the C-HR and Corolla models at its Sakarya plants, has a capacity of 280,000 units and exports 90% of its production to 150 different countries. 79% percent of its 2020 exports were directed to Europe, 7% to North America and 13% to MENA and other countries.

    The company aims to produce 247,000 vehicles in 2021 and export 197,000 of them.

    According to OSD (Turkish Automotive Manufacturers' Association) data last week, it was seen that the impact of the microchip shortage on the automotive industry increased and the production fell by 44% in July.

    While most market participants do not expect the semiconductor shortage to be resolved before 2022, some think the effects of the shortage will continue until 2023.

    OSD expects the effect of the shortage to continue until the second quarter of 2022. Having updated year-end objectives once again in July after April, OSD decreased year-end export volume to 1,020,000 units.

    According to automotive industry international reports, 4.94 million vehicles were not produced in 2021 due to the microchip crisis until July, and this number is predicted to reach 6.1 million units by the end of the year. The cost of the microchip crisis to the world automotive industry is estimated at $110 billion.

    Burcak Alpman Turkey
  2. forum rang 10 voda 20 augustus 2021 06:28
    Recordkwartaal Applied Materials

    Door ABM Financial News op donderdag 19 augustus 2021
    Views: 1.823

    (ABM FN-Dow Jones) Applied Materials heeft in het derde kwartaal van zijn lopende boekjaar een recordwinst behaald als gevolg van de sterke behoefte aan chips, en de resultaten waren ook boven verwachting. Dit bleek donderdag nabeurs uit de cijfers van de Amerikaanse toeleverancier aan de halfgeleiderindustrie.

    In de verslagperiode steeg de nettowinst naar een record van 1,72 miljard dollar, tegenover 841 miljoen dollar een jaar eerder. De aangepaste winst van 1,90 dollar was beter dan de 1,77 dollar die de markt had voorspeld.

    De omzet van Applied Materials was met 6,2 miljard dollar ook de hoogste ooit en een toename ten opzichte van de 4,4 miljard dollar aan omzet die een jaar eerder in de boeken kwam. Hier gingen analisten geraadpleegd door FactSet uit van 5,9 miljard dollar.

    Outlook

    Volgens CEO Gary Dickerson is Applied Materials goed gepositioneerd om in 2021 beter te presteren dan de markten waarin het actief is.

    Voor het vierde kwartaal rekent het bedrijf op een aangepaste winst van 1,87 tot 2,01 dollar en een omzet van 6,08 tot 6,58 miljard dollar.

    Analisten voorspellen een aangepaste winst in het vierde kwartaal van 1,81 dollar per aandeel en een omzet van 6,04 miljard dollar.

    Na een winst van ruim een procent in de reguliere handel noteerde het aandeel Applied Materials in de nabeurshandel op Wall Street licht lager.
  3. The wolf of Duck Street 20 augustus 2021 08:15
    ASM INTERNATIONAL N.V. NOMINATES TWO NEW SUPERVISORY BOARD MEMBERS

    ASM International N.V. (Euronext Amsterdam: ASM) today announces the nomination of Pauline van der Meer Mohr and Adalio Sanchez for appointment to its Supervisory Board.

    The Supervisory Board proposes to appoint Mrs. Pauline van der Meer Mohr and Mr. Adalio Sanchez as members of the Supervisory Board. Their appointment will be proposed to shareholders during an Extraordinary General Meeting (EGM). The EGM is planned for September 29, 2021, and further details of the EGM will be announced in due course.
  4. forum rang 10 voda 20 augustus 2021 08:49
    Dat chip probleem is nog lang niet over...

    Global semiconductor demand for automotive increases: Fitch
    148 Views

    Fitch Ratings has affirmed Japan-based semiconductor manufacturer Renesas' long-term issuer default rating (IDR) and senior unsecured rating at BBB- and removed the ratings from rating watch negative (RWN). The outlook on the long-term IDR is stable.

    “The stable outlook reflects our view that Renesas total debt with equity credit/operating Ebitda will improve to below 3.0x - the level above which Fitch may consider negative rating action - in 2022 on a June 2021 equity issuance and stronger operating performance,” the credit rating agency says in a note seen by Kallanish.

    Fitch forecast Renesas' like-for-like revenue to rise by around 20% in 2021.

    “The strong growth will be supported by a recovery in the automotive industry, higher semiconductor content in electric vehicles and sustained strong demand for consumer electronics and industrial goods,” it claims.

    The current global chip shortage also supports Renesas' pricing power, and strengthens its ability to pass cost increases on to customers, the rating agency added.

    “Global semiconductor content in the automotive segment is likely to rise on greater adoption of electric vehicles and autonomous driving,” Fitch says. “We believe Renesas could acquire another company in the medium term to expand its technological capability and product portfolio. The proposed acquisition of Dialog will be the company's third major acquisition within five years, reflecting its aggressive M&A strategy.”

    Earlier this month, Renesas said it expects semiconductor shortages for the automotive industry will continue until the middle of next year (see Kallanish passim).

    The global semiconductor shortage has also hit this week Toyota Motor, the company says. Japan’s largest carmaker said Thursday it will reduce production in the country by 40% from 22 August to 17 September. The latest problem come after outbreak of Covid-19 infections in chip plant in Malaysia.

    This week, Russian carmaker AVTOVAZ resumed some production sites after a hold in July due to semiconductor shortages. However, it said that this problem will likely continue during the rest of the year.

    Last week, semiconductor shortages forced Nissan and Volvo to halt some production sites.

    Global automotive production could rebound 7-9% on-year in 2021 but will be hampered by supply chain frictions, mainly the lack of semiconductors for OEMs, ING Bank said previously.

    The disruption will cost automakers 3.8 million units in lost production in 2021, noted Fitch Ratings.

    Svetoslav Abrossimov Bulgaria
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