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Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.
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European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
Here is how BE Semiconductor Industries NV (BESIY) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.
Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.
Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.
STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.
Needham Bets on This Semiconductor Stock as Hybrid Bonding Becomes Critical to AI
Here is how BE Semiconductor Industries NV (BESIY) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.
BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks point to the stock trading at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples indicating an overvalued picture despite strong recent interest in its AI related tools. Over 5 years, BE Semiconductor Industries has returned 227.2%, which sets a high bar for any further upside to be supported by...
Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.
Shares had fallen on reports China has begun producing domestic DUV chipmaking tools
Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.
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.
Ultra Clean (UCTT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
The European stock markets were tracking lower in Friday trading as investors parse the results - or
BE Semiconductor Industries (ENXTAM:BESI) has drawn investor attention after a strong run in recent months, prompting closer scrutiny of its share price, business mix and recent financial metrics. See our latest analysis for BE Semiconductor Industries. The recent 1-month share price return of 35.96% and 90-day share price return of 44.07% suggest strong momentum building, echoed by a 1-year total shareholder return of 159.89% and 5-year total shareholder return of 339.95%. If strong...
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.
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