BE Semiconductor Industries Results Show Early Signs of Broader Recovery -- Market Talk

Dow Jones

01/12

1040 GMT - BE Semiconductor Industries' results show the first signs of a wider recovery, UBS analysts write in a note. Orderbook for the fourth quarter exceeded market expectations, reflecting strong AI demand and broader market improvement, they say. Additionally, China should continue to be a significant contributor as it expands its capabilities, they add. The analysts expect order strength to continue, with potential upside from new Apple iPhone content, Intel's EMIB technology and Samsung's High Bandwidth Memory. Shares are up 8.2% at 163.55 euros. (najat.kantouar@wsj.com)

(END) Dow Jones Newswires

January 12, 2026 05:41 ET (10:41 GMT)

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Orderbook for the fourth quarter exceeded market expectations, reflecting strong AI demand and broader market improvement, they say. Additionally, China should continue to be a significant contributor as it expands its capabilities, they add. The analysts expect order strength to continue, with potential upside from new Apple iPhone content, Intel's EMIB technology and Samsung's High Bandwidth Memory. Shares are up 8.2% at 163.55 euros. (najat.kantouar@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 12, 2026 05:41 ET (10:41 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BE Semiconductor Industries Results Show Early Signs of Broader Recovery -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBE Semiconductor Industries Results Show Early Signs of Broader Recovery -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-12 18:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1040 GMT - <a href=\"https://laohu8.com/S/BESVF\">BE Semiconductor</a> Industries' results show the first signs of a wider recovery, UBS analysts write in a note. Orderbook for the fourth quarter exceeded market expectations, reflecting strong AI demand and broader market improvement, they say. Additionally, China should continue to be a significant contributor as it expands its capabilities, they add. The analysts expect order strength to continue, with potential upside from new Apple iPhone content, Intel's EMIB technology and Samsung's High Bandwidth Memory. Shares are up 8.2% at 163.55 euros. (najat.kantouar@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 12, 2026 05:41 ET (10:41 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1642822529.SGD","symbol_name":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2602451657","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602451657","pubTimestamp":1768214460,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1040 GMT - BE Semiconductor Industries' results show the first signs of a wider recovery, UBS analysts write in a note. Orderbook for the fourth quarter exceeded market expectations, reflecting strong AI demand and broader market improvement, they say. Additionally, China should continue to be a significant contributor as it expands its capabilities, they add. The analysts expect order strength to continue, with potential upside from new Apple iPhone content, Intel's EMIB technology and Samsung's High Bandwidth Memory. Shares are up 8.2% at 163.55 euros. 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Orderbook for the fourth quarter exceeded market expectations, reflecting strong AI demand and broader market improvement, they say. Additionally, China should continue to be a significant contributor as it expands its capabilities, they add. The analysts expect order strength to continue, with potential upside from new Apple iPhone content, Intel's EMIB technology and Samsung's High Bandwidth Memory. Shares are up 8.2% at 163.55 euros. (najat.kantouar@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 12, 2026 05:41 ET (10:41 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}