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    Adithya Metuku

    Senior Analyst at HSBC

    Adithya Metuku is a Senior Analyst at HSBC Bank Plc specializing in equity research within the technology and semiconductor sectors, covering companies such as STMicroelectronics and AIXTRON. He holds a Top 1,700 global analyst ranking on TipRanks and has delivered successful stock calls, exemplified by his Buy rating on STMicroelectronics with a €61 price target. Metuku began his career as a research analyst at NatWest Markets in 2011, followed by roles at Merrill Lynch and as Director of Equity Research at Credit Suisse Securities (Europe) Ltd. before joining HSBC in September 2023. He brings over a decade of experience in European equity research and is registered with major UK financial regulatory authorities.

    Adithya Metuku's questions to ASML HOLDING (ASML) leadership

    Adithya Metuku's questions to ASML HOLDING (ASML) leadership • Q2 2025

    Question

    Adithya Metuku from HSBC requested clarification on the €1.4 billion backlog adjustment, asking if it was EUV or DUV related. He also asked about the lithography intensity trend for logic nodes, questioning a thesis that it might not rise until 2030.

    Answer

    EVP & CFO Roger Dassen clarified that the €1.4 billion backlog adjustment was entirely DPV-related and stemmed from Chinese customers responding to last year's export restrictions. President & CEO Christophe Fouquet addressed litho intensity, explaining that while the 2nm node is a pause, subsequent nodes using the Gate-All-Around architecture, like 1.4nm, are expected to drive an increase in EUV layers and litho intensity again.

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    Adithya Metuku's questions to INFINEON TECHNOLOGIES (IFNNY) leadership

    Adithya Metuku's questions to INFINEON TECHNOLOGIES (IFNNY) leadership • Q2 2025

    Question

    Adithya Metuku of HSBC asked which end markets were driving the underlying strength in the guidance, how quickly production could be ramped if tariff impacts are overestimated, and whether BYD's recent announcements have spurred more SiC design-in interest for fast charging.

    Answer

    CFO Sven Schneider clarified there wasn't an "upgrade" but rather a confirmation of their expected modest recovery, which would have kept them within the prior guidance range even with currency headwinds. CEO Jochen Hanebeck explained that if demand is stronger, they have flexible measures like overtime and short-time work schemes to adjust loading. On SiC, he noted that while the BYD news is interesting, the value proposition for SiC in BEVs is already fully intact and being adopted globally, independent of that specific development.

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    Adithya Metuku's questions to INFINEON TECHNOLOGIES (IFNNY) leadership • Q2 2025

    Question

    Adithya Metuku asked which end markets were driving the underlying guidance upgrade, how quickly production could be ramped up if tariff impacts are less severe, and if there's increased interest in SiC for fast charging.

    Answer

    CFO Sven Schneider clarified that the underlying performance is a confirmation of their previous guidance, not an upgrade, reflecting the expected modest recovery. CEO Jochen Hanebeck explained they have flexible measures like managing overtime and potentially using Germany's short-time work scheme to ramp production up or down. He also noted that the value of SiC for EVs is already fully intact and being adopted globally, independent of recent announcements.

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