Professional
Added to YB: 2026-06-15
Pitch date: 2026-05-11
BESI.AS [bullish]
BE Semiconductor Industries N.V.
-23.51%
current return
Author Info
No bio for this author
Company Info
BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally.
Market Cap
EUR 18.7B
Pitch Price
EUR 258.60
Price Target
N/A
Dividend
0.67%
EV/EBITDA
87.55
P/E
123.87
EV/Sales
29.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Guinness Global Quality Mid Cap New Position: BE Semiconductor Industries N.V.
BESI.AS (new position): Undisputed leader in hybrid bonding, enabling back-end chiplet scaling vs ASML front-end. Stock -15% in Mar 2026 on JEDEC HBM thickness debate, but Guinness sees timing not structural risk—hybrid bonding unavoidable per SK Hynix. Logic chiplet exposure (AMD/Intel/TSMC) unaffected. Industry-leading margins, 20%+ growth, AI energy bottleneck tailwind.
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