BE Semiconductor Industries N.V: 1 director

A director at BE Semiconductor Industries N.V sold 1,103 shares at 195.000EUR and the significance rating of the trade was 66/100. 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 t...

Hybrid bonding heats up, with takeover interest emerging for Besi and ...

Reuters reported this morning that Besi has been fielding takeover interest from multiple U.S. chip-equipment makers. Besi has since then refuted these claims. Separately, ASML is reportedly entering the hybrid bonding market. Please see below for our take.

Besi: Another setback in Hybrid bonding adoption?

Press reports indicate the industry is discussing relaxing thickness standards for next-generation HBM. See the link below for our thoughts on the implications for Besi.

Besi 4Q25: Orders accelerate on mainstream recovery and broader hybrid...

Besi: Cyclical recovery is on; Hybrid Bonding adoption is accelerating

Besi is at an inflection point. Yesterday’s preannouncement confirms that visibility on the recovery in mainstream packaging is materializing. At the same time, confidence in hybrid bonding adoption continues to build. For our latest perspective on the stock, please see the note below.

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.