Deutsche Bank Sell-side卖方

Deutsche Bank Research, Europe

Jul 31, 20267 pages页

From the report报告摘录SILTRONIC: 300mm Wafer Shortage AI-driven demand surge creates 300mm wafer shortage, pricing above LTA, LTA renewals boosting sales (fundamentals, supply chain dynamics).

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

**For Institutional Use Only**

For any questions please contact Jenny Voigtlaender and Hanswolf Hohn or email (London) or (Frankfurt).

Recommendation Change Ticker Pub. Date New Reco Old Reco Siltronic AG [ Buy ] WAFGn.DE 30-Jul ▲ Buy Hold

Target Price Changes Ticker Pub. Date New TP Old TP Chg (%) Andritz [ Buy ] ANDR.VI 30-Jul ▲ ArcelorMittal [ Buy ] MT.AS 30-Jul ▲ Arkema [ Hold ] AKE.PA 30-Jul ▲ Bachem [ Buy ] BANB.S 31-Jul ▲ Deezer [ Hold ] DEEZR.PA 30-Jul ▲ 1.30 1.20 8.3 Electrolux [ Hold ] ELUXb.ST 31-Jul ▲ Elementis [ Buy ] ELM.L 30-Jul ▲ Haleon [ Sell ] HLN.L 30-Jul ▲ Knorr-Bremse [ Buy ] KBX.DE 30-Jul ▲ Redcare Pharmacy [ Buy ] RDC.DE 31-Jul ▲ Schneider Electric [ Buy ] SCHN.PA 31-Jul ▲ Siltronic AG [ Buy ] WAFGn.DE 30-Jul ▲ Outokumpu [ Hold ] OUT1V.HE 30-Jul ▼ 5.00 5.20 -3.8 Weir [ Buy ] WEIR.L 31-Jul ▼

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