Welcome to our dedicated page for Be Semiconduct news (Ticker: BESIY), a resource for investors and traders seeking the latest updates and insights on Be Semiconduct stock.
BE Semiconductor Industries N.V. (“Besi”), whose Level 1 ADRs trade on the OTC markets under the symbol BESIY, regularly publishes detailed news releases on its business performance and market environment. These announcements focus on its role as a manufacturer of semiconductor assembly equipment and supplier of advanced packaging solutions to the semiconductor and electronics industries.
On this page, readers can follow BESIY news centered on quarterly and annual financial results, including revenue, orders, gross margin, operating income and net income metrics prepared under IFRS. Besi’s releases often provide commentary on demand trends in computing, data center and AI-related applications, as well as conditions in mobile, automotive, industrial and other mainstream assembly markets.
The company’s news flow also covers topics such as advanced packaging developments in wafer level and substrate assembly, hybrid bonding and photonics applications. In its communications, Besi highlights order patterns for AI-related computing, 2.5D and 3D assembly, and reports on bookings from semiconductor manufacturers, foundries and assembly subcontractors. Investors can also see updates on share repurchase programs, proposed dividends and capital structure items such as convertible notes and senior notes, as described in the company’s result announcements.
For followers of BESIY, these news items provide insight into how Besi’s assembly equipment business is affected by semiconductor cycles, AI-related investment, smartphone and automotive demand, and broader macro and trade conditions as discussed by management. Reviewing the sequence of quarterly releases helps investors and analysts understand the company’s positioning in advanced packaging markets and its financial performance over time.
BE Semiconductor Industries (OTC: BESIY) reported Q3-25 revenue of €132.7M (down 10.4% vs Q2-25; -15.3% vs Q3-24) and net income of €25.3M (net margin 19.0%). Orders improved to €174.7M (+36.5% vs Q2-25; +15.1% vs Q3-24), driven by Asian subcontractor bookings for 2.5D datacenter and photonics applications.
YTD-25 revenue was €425.0M (-6.4% YoY) with net income €88.8M (-27.6% YoY). Gross margin was 62.2% in Q3 and 63.1% YTD, affected by adverse forex. Cash and deposits were €518.6M at Sept 30, 2025. Besi completed a €100M buyback and launched a new €60M repurchase program; Q4-25 revenue is guided +15–25% vs Q3-25.
BE Semiconductor Industries (OTC: BESIY) reported Q2-25 results with revenue of € 148.1 million (+2.8% QoQ, -2.1% YoY) and net income of € 32.1 million (+1.9% QoQ, -23.4% YoY). The company maintained a strong gross margin of 63.3%, though slightly down from previous periods.
Orders decreased to € 128.0 million (-3.0% QoQ, -30.9% YoY) due to weakness in mainstream computing and mobile applications, partially offset by new TCB Next system orders. Cash position remained strong at € 490.2 million, up 90.6% YoY following the Senior Note offering.
For Q3-25, Besi expects revenue to decline 5-15% QoQ but anticipates significantly higher orders driven by increased demand for hybrid bonding systems and AI-related applications. The company projects Q3-25 gross margin between 60-62%, impacted by USD weakness versus the euro.
BE Semiconductor Industries (BESIY) reported Q1-25 results with revenue of €144.1 million, down 6.1% vs Q4-24 and 1.5% vs Q1-24, primarily due to lower mobile and automotive shipments. Orders increased 8.2% to €131.9 million vs Q4-24, driven by AI-related data center applications.
Net income was €31.5 million, decreasing 46.9% vs Q4-24 and 7.4% vs Q1-24. Gross margin declined to 63.6%, down 0.4 points vs Q4-24. The company received significant hybrid bonding orders from memory producers and Asian foundries for AI applications. Applied Materials announced a 9% ownership position in BESI.
For Q2-25, revenue is expected to be flat (±10%) with gross margins between 62-64%. The company repurchased 187,000 shares at €117.95 per share, totaling €22.1 million under its €100 million share repurchase plan.
BE Semiconductor Industries (BESIY) reported Q4-24 revenue of € 153.4M, down 2.0% vs. Q3-24 and 3.9% vs. Q4-23, with net income of € 59.3M, up 26.7% vs. Q3-24. Full-year 2024 revenue reached € 607.5M, increasing 4.9% vs. 2023, while net income grew 2.8% to € 182.0M.
The company saw contrasting trends between AI and mainstream markets, with AI-related orders representing approximately 50% of total orders in 2024. Hybrid bonding revenue tripled vs. 2023, with customer adoption increasing from 9 to 15. The company maintained strong profitability with gross, operating, and net margins of 65.2%, 32.2%, and 30.0% respectively.
For Q1-25, Besi expects revenue to decrease 0-10% vs. Q4-24, with gross margins ranging between 63-65%. The company proposed a dividend of € 2.18 per share, representing a 95% pay-out ratio.
BE Semiconductor Industries (BESI) reported strong Q3-24 results with revenue of € 156.6 million (+27.0% YoY) and net income of € 46.8 million (+33.7% YoY). Orders reached € 151.8 million (+19.2% YoY) driven by increased hybrid bonding demand. The company's growth was primarily fueled by computing end-user markets for AI applications, though partially offset by weakness in automotive and Chinese markets. Gross margin stood at 64.7%, while net margin improved to 29.9%. Net cash position strengthened to € 110.7 million (+48.8% QoQ). For Q4-24, revenue is expected to remain flat (±10%) due to some hybrid bonding system shipment delays.
BE Semiconductor Industries N.V. (Besi) announced Q2-24 results. Revenue was €151.2 million, up 3.3% from Q1-24 but down 7.0% year-over-year due to weakness in smartphone markets. Net income increased 23.2% from Q1-24 to €41.9 million but decreased 20.3% year-over-year. Orders rose significantly to €185.2 million, a 64.5% increase year-over-year due to growth in hybrid bonding and AI-related applications. Gross margin decreased to 65.0% mainly due to product mix. For H1-24, revenue was €297.5 million, up 0.5% year-over-year. However, net income declined by 12.9% to €75.9 million due to higher R&D expenses and share-based compensation. Besi's net cash stood at €74.4 million, reflecting dividends and convertible note conversions. The outlook for Q3-24 is flat revenue with gross margins between 64-66%. The company also completed a €350 million Senior Note offering to fund future growth.
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