ASM International NV at Credit Suisse Technology Conference Transcript

Nov 29, 2022 / 09:20PM GMT
Adithya Satyanarayana Metuku - Crédit Suisse AG - 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 and Answers:

Adithya Satyanarayana Metuku - Crédit Suisse AG - Research Division - Research Analyst

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.

Paulus Antonius Henricus Verhagen - ASM International NV - CFO & Member of
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