BE Semiconductor Industries NV

BESI: XAMS (NLD)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Besi Earnings: Rising Adoption, Share Gains, and China Add to Hybrid Bonding Buildout

Javier Correonero

Feb 20, 2026

Besi’s fourth-quarter results confirm that advanced packaging is moving into an upcycle not only supported by rising capital expenditures but also a higher share of wallet toward advanced packaging solutions.

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BE Semiconductor Industries NV

Besi Earnings: Rising Adoption, Share Gains, and China Add to Hybrid Bonding Buildout

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