Report
Stephane Houri ...
  • Wim Gille

BE Semiconductor Industries : Message toujours positif sur le cycle et sur l’Hybrid Bonding

>Opinion Surperformance maintenue, OC 95 € - Suite à la publication des résultats T4 21 et de la conférence call, nous maintenons notre opinion Surperformance, avec OC de 95€. Dans un cycle toujours solide, marqué par une intensification des investissements, nous apprécions toujours le profil du groupe et pensons qu’il devrait continuer de bénéficier de la dynamique du marché de l’Advanced Packaging (sous 7 nm), renforcé par la montée en puissance de l’Hybrid Bonding...
Underlying
BE Semiconductor Industries N.V.

BE Semiconductor Industries N.V. (Besi) is a holding company. The Company is engaged in the development, manufacturing, marketing, sales and service of semiconductor assembly equipment for the global semiconductor and electronics industries. It operates through three segments: Die Attach, Packaging and Plating. It develops assembly processes and equipment for leadframe, substrate and wafer level packaging applications in a range of end user markets, including electronics, computer, automotive, industrial and solar energy. The Company offers products, such as Die attach equipment, which include single chip, multi-chip, multi module, flip chip, thermo-compression bonding (TCB) and enhanced wafer level ball grid array (eWLB) die bonding systems, and die sorting systems; Packaging equipment, which include wafer level molding and singulation systems, and Plating equipment, which include metal plating systems and related process chemicals.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

Wim Gille

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