COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.October 27, 2025 — Pierre Ferragu
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Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.October 24, 2025 — Rolf Bulk and Pierre Ferragu
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Besi 3Q25 QT: Mainstream recovery sets up a strong2026.October 23, 2025 — Rolf Bulk and Pierre Ferragu
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Semicon West: 2026 outlook? Does AI drive growth?DRAM architectures? Chinese competition? And more.October 14, 2025 — Pierre Ferragu
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Semicap and the $3tn AI bull-case: material upside, but well below the downstreamOctober 8, 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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