ASMI stock replaces BE Semiconductor as a Top Pick at Morgan Stanley By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2025
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Source: Investing.com
Morgan Stanley's Semiconductor Update: Morgan Stanley has replaced BE Semiconductor with ASM International as its Top Pick in the European semiconductor sector, citing a more favorable risk-adjusted setup and improved outlook for wafer fabrication equipment spending.
ASMI's Market Position: Despite a recent decline in ASMI's stock, the company is expected to benefit from advancements in semiconductor technology, particularly in Gate-All-Around transistor structures, positioning it for significant revenue growth compared to the broader market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
