Professional
Added to YB: 2026-07-20
Pitch date: 2026-07-13
BESI.AS [neutral]
BE Semiconductor Industries N.V.
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
N/A
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
Blue Whale Growth Fund Portfolio Holding: BE Semiconductor Industries N.V.
BESI.AS (holding update): Leader in advanced semiconductor assembly machinery with 80%+ market share in advanced die placement. Pioneer of hybrid bonding for stacking chiplets into 3D packages, a growing necessity as Moore's Law slows. $27bn tech co positioned to benefit from AI-driven chip complexity.
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