COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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Cloud capex jump to finance A.I. deployments, the Mobileye cheese souffle effect, and much more. Tech Weekly Wrap-Up April 28thMay 1, 2023 — Pierre Ferragu
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Besi 1Q23: navigating the downturn as hybrid bonding adoption broadens. Buy, €90 Target PriceApril 27, 2023 — Pierre Ferragu
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Besi 1Q23: navigating the downturn as hybrid bonding adoption broadens.April 26, 2023 — Pierre Ferragu
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Besi: enabling the next leg of Moore’s Law. Buy, €90 Target PriceMarch 14, 2023 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q22March 14, 2023 — Pierre Ferragu
Events
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Mar
17TechnologyMarch 17, 2023Hosted by Pierre FerraguWatch Replay -
Jun
07