BE Semiconductor Supported by Cyclical Recovery in Core Markets -- Market Talk

Dow Jones

01/13

1025 GMT - BE Semiconductor has industry-leading margins and is supported by cyclical recovery in the company's core mobile and auto markets, ING analysts Marc Hesselink and Thymen Rundberg write. Booming artificial-intelligence data-center demand and the longer-term industry move toward the Dutch company's advanced packaging techniques will drive growth, the analysts say. BE Semiconductor, also known as Besi, reported market-forecast beating orders for the fourth quarter Monday on the back of Asian demand and said it expects quarterly earnings to land at the higher end of guidance. Separately, Korean semiconductor company SK Hynix announced plans to build a $13 billion chip-packaging plant due to increasing chip demand. The company is a key buyer of Besi's advanced packaging equipment. BE Semiconductor gains 2.3%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 13, 2026 05:25 ET (10:25 GMT)

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Booming artificial-intelligence data-center demand and the longer-term industry move toward the Dutch company's advanced packaging techniques will drive growth, the analysts say. BE Semiconductor, also known as Besi, reported market-forecast beating orders for the fourth quarter Monday on the back of Asian demand and said it expects quarterly earnings to land at the higher end of guidance. Separately, Korean semiconductor company SK Hynix announced plans to build a $13 billion chip-packaging plant due to increasing chip demand. The company is a key buyer of Besi's advanced packaging equipment. BE Semiconductor gains 2.3%. 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Booming artificial-intelligence data-center demand and the longer-term industry move toward the Dutch company's advanced packaging techniques will drive growth, the analysts say. BE Semiconductor, also known as Besi, reported market-forecast beating orders for the fourth quarter Monday on the back of Asian demand and said it expects quarterly earnings to land at the higher end of guidance. Separately, Korean semiconductor company SK Hynix announced plans to build a $13 billion chip-packaging plant due to increasing chip demand. The company is a key buyer of Besi's advanced packaging equipment. BE Semiconductor gains 2.3%. (josephmichael.stonor@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 13, 2026 05:25 ET (10:25 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":"LU2294711713.HKD","symbol_name":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603500955","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603500955","pubTimestamp":1768299900,"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":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4585":"ETF&股票定投概念","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4588":"碎股","BK4147":"半导体设备","BESIY":"BE Semiconductor Industries N.V.","BK4182":"重型电气设备","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","BK4541":"氢能源","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"translate_title":"BE半导体受到核心市场周期性复苏的支撑——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BESIY":1.95},"content_text":"1025 GMT - BE Semiconductor has industry-leading margins and is supported by cyclical recovery in the company's core mobile and auto markets, ING analysts Marc Hesselink and Thymen Rundberg write. Booming artificial-intelligence data-center demand and the longer-term industry move toward the Dutch company's advanced packaging techniques will drive growth, the analysts say. BE Semiconductor, also known as Besi, reported market-forecast beating orders for the fourth quarter Monday on the back of Asian demand and said it expects quarterly earnings to land at the higher end of guidance. Separately, Korean semiconductor company SK Hynix announced plans to build a $13 billion chip-packaging plant due to increasing chip demand. The company is a key buyer of Besi's advanced packaging equipment. BE Semiconductor gains 2.3%. 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