COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
-
Besi: Revisiting our thesis following the HBM shock.April 19, 2024 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
-
Besi: Hybrid Bonding off the table for HBM? ImplicationsMarch 11, 2024 — Pierre Ferragu
-
AI services taking off, PC recovery second half weighted, uncertain near-term IT spending environment and more. The Tech Weekly Wrap-up.March 4, 2024 — Pierre Ferragu
-
Besi 4Q23: Strong hybrid bonding momentum. 2024 recovery likely back-end weighted. Buy, €180TPFebruary 23, 2024 — Pierre Ferragu
Events
-
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
07
