ASM International NV at Credit Suisse Technology Conference Transcript

Nov 29, 2022 / 09:20PM GMT

Transcript

Adithya Satyanarayana Metuku;dit Suisse AG

CrÃ;Research Division - Research Analyst

© -

Good afternoon, everyone. Thank you for coming to this session with ASMI. My name is Adi Metuku, and I cover the European semiconductor names here at CS. I'm pleased to have with us today, Benjamin Loh, CEO of ASMI; and Paul Verhagen, CFO. In terms of the format of the session, I have a few prepared questions, which I'll go through, but towards the end I'll open it up to Q&A from the audience. So we will be taking questions towards the end. So without further ado, let's begin.

Questions & Answers

Adithya Satyanarayana Metuku;dit Suisse AG;Paulus Antonius Henricus Verhagen

CrÃ;Research Division - Research Analyst;ASM International NV - CFO & Member of

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So firstly, Benjamin, Paul, thank you for making the time to come to this conference. Maybe to start us off, you guys updated 4Q outlook yesterday. Can you talk a bit about what changed and what drove the outlook update.

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