BE Semiconductor Industries N.V: 1 director

A director at BE Semiconductor Industries N.V sold 500 shares at 150.000EUR and the significance rating of the trade was 56/100. 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 last two...

Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.

Besi 3Q25 QT: Mainstream recovery sets up a strong 2026.

Besi reported 3Q25 this morning. Please click the link for our quick take on the print.

Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? ...

Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.

Semicap and the $3tn AI bull-case: material upside, but well below the...

We published earlier this week our updated view on the Semicap rally, looking at the implication of AI spending tripling by 2030 for WFE spending. Today, we publish a follow-up looking at the implications of the $3tn AI bull case for Semicap on a single slide.

Besi 2Q25 QT: Hybrid bonding inflection to drive 2H orders; mainstream...

Besi reported 2Q25 this morning. Please click the link below for our quick take on the print.

Besi 2025 CMD: Our key takeaways

We attended the Besi 2025 Capital Markets Day on Thursday. Click on the link below for our key takeaways from the event.

Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, ...

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 5 names we followed last week, follow the link below.

Tier 2 AI capex, PC pull-ins, Cisco downgrade. Our weekly wrap-up.

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 14 names we followed last week, follow the link below.

Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Rob...

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 29 names we followed last week, follow the link below.

Autos & Industrials, AI re-platforming, HBM, Tesla, Intel, LAM, and mo...

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 21 names we followed last week, follow the link below.

Besi 1Q25 QT: further push-out in mainstream; hybrid bonding adoption...

Besi reported 1Q25 this morning. Please click the link below for our quick take on the print.

AMAT acquiring a 9% stake in Besi. Our take.

Yesterday afternoon, AMAT announced it has acquired a 9% stake in Besi. Please see the link below for the key facts and our take.

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.