BE Semiconductor Industries N.V: 1 director

A director at BE Semiconductor Industries N.V bought 100,000 shares at 96.746EUR and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the las...

Autos & Industrials, China AI, PC cycle, WFE, Arista, Besi, Grab. Our ...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 10 names we followed last week, follow the link below.

Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening....

Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening...

Besi reported 4Q24 this morning.

Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 16 names we followed last week, follow the link below.

The Tech Infrastructure Quarterly Bible 3Q24

We publish today our comprehensive Quarterly Bible: 238 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

Gen AI Big Idea Series – Lightmatter CEO, Nick Harris. Radix Is All Y...

We hosted the sixth session of our Gen AI Big Idea Series with Nick Harris, CEO of Lightmatter. Nick is a pioneer in programmable photonics and we discussed in detail Lightmatter’s Passage platform, the interconnect challenges it aims to solve and the architecture of the AI datacenter in 2035.

Gen AI Big Idea Series – AMAT: Advanced Packaging on Steroids

We hosted the fifth session of our Gen AI Big Idea series with Vincent DiCaprio, AMAT's VP of Advanced Packaging & ICAPS. We discussed several emerging trends including panel level packaging, glass substrates, hybrid bonding, and silicon photonics. This note wraps up our top takeaways from the event.

Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...

We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.

Technology Infrastructure Earnings Wrap-up – Week ending November 1st

As always, during earnings season, we wrap-up what happened in the previous week.

Hynix, LAM, Besi, Tesla, Auto cycle, Enterprise AI, and more: Tech Wee...

As always, during earnings season, we wrap-up what happened in the previous week.

Besi: risk of a 2025 miss; secular growth story intact. Maintain Buy r...

In 2025, consensus expects 44% revenue growth for Besi. We see downside risk in both mainstream packaging and hybrid bonding and expect growth of only 26%. Beyond 2025, we maintain our positive view. Across the cycle, Besi can grow its mainstream packaging business 5% p.a. while the hybrid bonding outlook is still wide open, but strong. We maintain our Buy rating and €160 Target Price. Valuation is already attractive, and could become even more so as expectations for 2025 come down.

The Tech Infrastructure Quarterly Bible 2Q24

We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

Cloud revenues re-accelerating, capex beat, EVs & auto semis weak, mem...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 31 names we followed last week

The Tech Infrastructure Quarterly Bible 1Q24

We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

Tesla portfolio expansion; cloud revenues and capex accelerating; time...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.

The Tech Infrastructure Quarterly Bible 4Q23

We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

AI services taking off, PC recovery second half weighted, uncertain ne...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.

The Tech Infrastructure Quarterly Bible 3Q23

We publish this morning our comprehensive quarterly bible: 218 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

PC demand weakening? Aggravating downturn in Telco semis. Memory recov...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.