COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Autos & Industrials, AI re-platforming, HBM, Tesla, Intel, LAM, and more. Our weekly wrap-up.April 28, 2025 — Pierre Ferragu
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Tariffs & Semicap equipment: the baseline & what’s next.April 24, 2025 — Pierre Ferragu
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Besi 1Q25: further push-out in mainstream; hybrid bonding adoption on track. Long-term thesis intact.April 24, 2025 — Pierre Ferragu
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Besi 1Q25 QT: further push-out in mainstream; hybrid bonding adoption on track. Long-term thesis intact.April 23, 2025 — Pierre Ferragu
Events
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Mar
18TechnologyMarch 18, 2025 — VirtualHosted by Rolf BulkWatch Replay -
Apr
23TechnologyApril 23, 2024 — VirtualHosted by Rolf Bulk and Piyush KalyaniWatch 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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