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Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.

BE Semiconductor Industries NV (BESIY) reports a remarkable 68.7% revenue increase and significant strides in AI-related orders, while navigating market complexities and future growth challenges.

BE Semiconductor delivered sharp increases in revenue, earnings and orders during the second quarter, supported by continued investment in AI infrastructure and advanced semiconductor packaging. Key Investor TakeawaysBE Semiconductor Industries (USOTC:BESIY) reported second-quarter revenue of €249.

European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked ‌to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted ‌to weaker near-term performance and elevated growth expectations. Soitec shares jumped around 23% after the French semiconductor materials supplier beat ​sales expectations by a wide margin and pointed to accelerating demand for photonics wafers used in artificial intelligence applications.

July 23 (Reuters) - European shares edged lower on Thursday, weighed down by technology stocks following quarterly results from U.S. giant Alphabet, while markets assessed the Middle East conflict

BE Semiconductor Industries (Besi) on Thursday reported quarterly orders significantly above last year's level, fuelled by strong ‌demand for AI, hybrid bonding, photonics and data centres. Investors are ‌betting on rising demand for Besi's hybrid bonding solutions, a chip-packaging technology that ​enables two chips to be directly bonded together, citing the company's first-mover advantage as AI-driven demand accelerates. The number of customers using Besi's hybrid bonding technology increased ⁠to 21 in the quarter from 15 at the end of last year, as the technology gained traction in logic, memory, co-packaged ​optics and ​consumer applications and drove capacity expansions ​among customers, it said.

7.50am: 3i reveals slower growth for Action 3i Group said its largest portfolio company, Action, remains on track for a good second quarter despite like-for-like sales growth slowing. Ahead of its annual general meeting on Thursday, the FTSE 100-listed private equity investor said European...

BE Semiconductor Industries N.V. (OTC:BESIY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company strengthened its HBM-adjacent case on June 18, 2026, when it raised its long-term revenue target to €1.7 billion to €2.2 billion from €1.5 billion to €1.9 billion at its 2026 Investor Day. BE Semiconductor tied the higher target […]

The shares were broadly flat in ⁠early trading. The company said it now targets revenue of 1.7 billion euros to 2.2 billion euros ($1.96 billion ​to $2.54 billion), ​up from 1.5 billion ​euros to 1.9 billion ‌euros, ahead of its 2026 investor day in Amsterdam. It also raised the lower end of its operating margin target to 45% from 40%, while keeping the upper end unchanged at 55%.

BE Semiconductor Industries raised its long-term revenue and profitability targets, citing increased demand for AI-related products.

The European stock markets were tracking lower in Friday trading as investors parse the results - or

BE Semiconductor Industries NV (BESIY) reports a robust first quarter with significant increases in revenue, net income, and orders, while anticipating continued growth in the upcoming quarter.

BE Semiconductor Industries (BESI) on Thursday said its quarterly orders grew significantly in the first-quarter, helped by growth across ‌all its markets and particularly strong demand for hybrid bonding. Investors ‌are banking on growing orders for Besi's hybrid bonding solutions, a chip technology allowing two ​chips to be bonded directly on top of each other, citing its first-mover advantage amid a surge in demand for AI-enabling technology. Besi said its order bookings, an important indicator of future growth, jumped 104.5% to 269.7 million ‌euros ($315.5 million) in the first ⁠quarter, compared with 131.9 million euros last year.

Lam Research Corporation (NASDAQ:LRCX) is one of the best forever stocks to buy now. On March 12, Reuters reported that Lam Research Corp (NASDAQ:LRCX) is one of the suitors eyeing a potential deal to acquire BE Semiconductor Industries. The report also indicated that Besi has already engaged the services of investment bank Morgan Stanley, as […]

Lam Research (NasdaqGS:LRCX) has reportedly held takeover talks with BE Semiconductor Industries (BESI). The discussions point to potential M&A activity that could affect the semiconductor equipment supply chain. The move focuses attention on advanced packaging tools and Lam's position across key chipmaking workflows. Lam Research is a major supplier of wafer fabrication equipment to logic, memory, and foundry customers worldwide, and BESI focuses on advanced packaging and assembly...

BE Semiconductor Industries has attracted takeover interest as its chip-packaging technology becomes increasingly strategic for semiconductor equipment manufacturers, according to three people familiar with the matter. The Amsterdam-listed chip equipment maker, known ‌as Besi, which has a market value of 14 billion euros ($16.20 billion), has been working with investment bank Morgan Stanley to evaluate ‌the approaches, two of the people said, requesting anonymity as the discussions are confidential. U.S. chip-equipment maker Lam Research is among the suitors that have held discussions with the Dutch company, ​one of the people said.

Leading memory chipmakers such as Samsung and SK Hynix are discussing new thickness limits for high bandwidth memory packaging. These talks could postpone the rollout of hybrid bonding in HBM production, a technology closely tied to BE Semiconductor Industries' tools. Comments from ENXTAM:BESI's CEO and ongoing industry body discussions point to uncertainty around when and how broadly hybrid bonding will be adopted. For you as an investor looking at ENXTAM:BESI, this matters because hybrid...