COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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Cloud revenues re-accelerating, capex beat, EVs & auto semis weak, memory thesis playing out, and more. The Tech Weekly Wrap-upJuly 29, 2024 — Pierre Ferragu
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Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding. Buy, €160 TPJuly 26, 2024 — Pierre Ferragu
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Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding.July 25, 2024 — Pierre Ferragu
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Semicap Equipment: New export restrictions looming?July 17, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
Events
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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
