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BE Semiconductor Industries
BE Semiconductor Industries (BESI) investor relations material
BE Semiconductor Industries Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary12 Jan, 2026
Order performance
Preliminary Q4-25 orders reached approximately €250 million, up 43% from Q3-25 and 105% from Q4-24.
Second half 2025 orders totaled about €425 million, a 63% increase over the first half of 2025.
Drivers of order growth
Q4-25 order strength driven by increased bookings from Asian subcontractors for 2.5D data center applications.
Renewed capacity purchases by leading photonics customers contributed to growth.
Anticipated hybrid bonding orders were received during the quarter.
Financial outlook
Revenue, gross margin, and operating expenses for Q4-25 are expected at the favorable end of prior guidance.
Full Q4 and FY 2025 results will be reported on February 19, 2026.
What is the impact of hybrid bonding orders?
Characterize 2.5D data center application demand.
What is the nature of renewed photonics demand?
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Next BE Semiconductor Industries earnings date
Q4 202519 Feb, 2026
BE Semiconductor Industries
Next BE Semiconductor Industries earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Semiconductor Assembly Specialists
BE Semiconductor Industries N.V. (Besi) specializes in the development and manufacturing of semiconductor assembly equipment. The company's products are used in the assembly of semiconductor chips for a variety of applications, including mobile devices, computing, automotive, and industrial electronics. They have clients in the semiconductor manufacturing industry, providing equipment that supports the production of high-performance and miniaturized electronic components. The company is headquartered in Duiven, the Netherlands, and its shares are listed on the Euronext Amsterdam.
Product Portfolio and Clients
Besi’s clientele includes some of the largest semiconductor manufacturers in the world, who rely on the company’s equipment to produce cutting-edge chips that power a vast array of electronic products. The company’s portfolio of products is focused on advanced semiconductor packaging, offering solutions that are critical for the miniaturization and enhanced performance of electronic components. The company’s core product lines include die attach systems, packaging systems, and plating systems.
Die Attach Systems: These are crucial in the initial stages of semiconductor assembly, where the semiconductor die is attached to the substrate or package. Besi’s die attach equipment supports high precision and high-speed processes, which are vital for the production of advanced packages, such as those used in smartphones and other high-performance devices.
Packaging Systems: Besi provides a range of packaging solutions designed to meet the demands of increasingly complex and miniaturized semiconductor packages. The company’s packaging systems are used for various technologies including wafer-level packaging, flip-chip, and fan-out packaging. These systems enable the production of chips that offer greater functionality while occupying less space, which is essential for modern electronic devices.
Plating Systems: Besi’s plating systems are used to deposit metal layers on semiconductor wafers, a process essential for creating electrical connections in semiconductor devices. The company’s equipment supports advanced plating techniques required for fine-pitch interconnections, which are critical for high-density electronic components.
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