BE Semiconductor Industries NV

BESI: XAMS (NLD)

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Besi Earnings: Gearing Up for Hybrid Bonding Growth, Supported by AI and High-Bandwidth Memory

Javier Correonero

Oct 23, 2025

Besi delivered the order growth it signaled last quarter, with new bookings reaching EUR 175 million in the third quarter, a 36% sequential increase. We expect orders will continue to accelerate over the coming quarters and into early 2026 as demand for hybrid bonding begins to inflect.

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BE Semiconductor Industries NV

Besi Earnings: Gearing Up for Hybrid Bonding Growth, Supported by AI and High-Bandwidth Memory

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