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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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4 views
I reiterate my buy rating on BE Semiconductor Industries, as hybrid bonding and memory traction are accelerating faster than expected, supporting a strong long-term outlook. Despite soft 2Q25 headline results, advanced packaging momentum - especially in HB systems - signals robust AI-driven demand and de-risks long-term growth targets. Secondary catalysts like TCB Next platform adoption and signs of a mainstream business rebound add further upside potential to BESIY's growth story.
