COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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ASIC growth, AI optics, Hybrid bonding delays, AI Cyber tailwinds. Tech Weekly Wrap-upMarch 9, 2026 — Pierre Ferragu
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Besi: Another setback in Hybrid bonding adoption?March 6, 2026 — Pierre Ferragu
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Nvidia beat, AMD 6GW deal, Citrini report, and more. Tech Weekly Wrap-upMarch 2, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Auto & industrial Cycle; WFE in 2026; Besi, Palo Alto. Tech Weekly Wrap-upFebruary 23, 2026 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
18TechnologyMarch 18, 2025 — VirtualHosted by Rolf BulkWatch Replay -
Apr
23TechnologyApril 23, 2024 — VirtualHosted by Rolf BulkWatch Replay -
Oct
30TechnologyOctober 30, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
17TechnologyMarch 17, 2023Hosted by Pierre FerraguWatch Replay -
Jun
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