Rumor

Besi reports 43% quarterly order growth for fourth quarter of 2025

Friday, January 2, 2026 at 12:34 PM

BE Semiconductor Industries (Besi) reported preliminary unaudited orders of approximately €250 million for the fourth quarter of 2025, representing a 43% increase compared to the third quarter of 2025 and a 105% increase year-over-year. Orders for the second half of 2025 reached approximately €425 million, a 63% increase over the first half of the year.

Context

BE Semiconductor Industries (BESI) reported a significant surge in demand, with preliminary fourth-quarter 2025 orders reaching approximately €250 million. This represents a sharp 43% increase over the third quarter and a massive 105% jump compared to the same period in 2024. For the second half of 2025, total orders hit €425 million, marking a 63% rise over the first half of the year. This acceleration highlights a critical inflection point in the semiconductor supply chain as advanced packaging technologies move into high-volume production. The rapid order growth is primarily driven by the industry-wide transition to hybrid bonding for AI logic and next-generation high-bandwidth memory. As chipmakers race to increase compute density, BESI is capturing a dominant share of the capital expenditure required for sub-micron placement accuracy. This performance signals that the semiconductor equipment cycle is entering a robust expansion phase to meet 2026 production targets.

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