COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.July 28, 2025 — Pierre Ferragu
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Besi 2Q25: Hybrid bonding inflection to drive 2H orders; mainstream recovery delayed. Buy, €160.July 25, 2025 — Pierre Ferragu
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Besi 2Q25 QT: Hybrid bonding inflection to drive 2H orders; mainstream recovery delayed further.July 24, 2025 — Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 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
7
