Workflow
Market Outlook
icon
搜索文档
ASM International NV (ASMIY) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-23 23:33
PresentationVictor BareñoDirector of Investor Relations Good afternoon, everyone. Welcome to ASM Investor Day. Thanks for joining us today. It's great to see so many familiar faces today in the room. My name is Victor Bareño. I'm the Head of Investor Relations. Also a warm welcome to everyone on the webcast. A few housekeeping items. In case of emergency, we will have emergency exits here on the left and in the back of the room. And in an emergency, please follow the instructions of the hotel staff. Kindly ...
Nova Ltd. (NVMI) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Seeking Alpha· 2025-09-04 21:58
市场展望 - 设备行业当前及未来年度市场前景成为关注焦点 [1] - 需要按终端市场细分分析包括内存 DRAM NAND 以及领先和尾随逻辑领域 [1]
Onto Innovation Inc. (ONTO) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Seeking Alpha· 2025-09-04 20:57
市场展望 - 公司认为目前评估2026年终端市场增长为时过早 仍在与客户沟通明年的扩张计划[2] - 公司更关注市场内的潜在增长浪潮而非整体WFE或整体市场规模走势[2] - 公司重点在于将更多产品布局到增长浪潮中并认为当前定位良好[2][3] 客户互动 - 公司正启动与客户就明年扩张计划进行接洽的流程[2] - 客户正在与其下游客户沟通需求驱动因素[2] - 更多市场信息预计在今年年底阶段明确[2]