Didier Scemama
Analyst
Bank of America
Equibles does not estimate personal net worth.
About Didier Scemama
Didier Scemama is recorded as Analyst at Bank of America. Didier Scemama has spoken on 4 earnings calls across 2 companies, most recently for Logitech International S.A. on May 5, 2026. Those appearances were for Logitech International S.A. (LOGI) and Asml Holding NV (ASML). The companies whose calls Didier Scemama spoke on are classified in the Technology sector.
Didier Scemama on recent calls
“Now, for my follow-up, I wanted to ask you about these investments in AI you've been talking about. How is that going to come through? Is it in the form of software?”
“I just wondered if you could share your thoughts on sort of the consumer reaction to your price actions. So clearly, this had had a positive impact. You might have given the number for the current quarter.”
“And on China, I just wanted to also get a bit of color. So you said that from the previous guide of the low 20% of group revenues, you think China is going to be a bit above 25%.”
“I wanted to go back to the order intake in EUV and DUV. So maybe first on DUV, can you maybe just help us understand how much of the DUV orders was related to DUV capacity build for the non-critical layers, e.g. non-China, or any color you can give us.”
Affiliation history
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Bank of America
Analyst
Transcript header (unverified)
Current
Company network
Asml Holding NV
ASML
Semiconductor Equipment & Materials · Technology
2 appearances
Latest appearance 2025-04-16
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