Besi reduces EPS outlook after CAPEX shift and weaker demand
Besi has lowered its earnings forecasts for 2025 and 2026 after Q3 results confirmed a softer revenue trajectory, driven by delayed CAPEX at major chipmakers and ongoing weakness in mature end-markets. Higher R&D investment is also weighing modestly on near-term profitability.
Published on 11/10/2025
at 07:42 pm IST - Modified on 11/10/2025
at 07:07 pm IST
Alphavalue
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BE Semiconductor Industries N.V. (Besi) specializes in the design, manufacturing and marketing of semiconductor assembly equipment for the global semiconductor and electronics industries. The group develops leading edge assembly processes and equipment for leadframe, substrate and wafer level packaging applications in a wide range of end-user markets including electronics, mobile Internet, computer, automotive, industrial, RFID, LED and solar energy.
Net sales are distributed geographically as follows: China (35%), Taiwan (12.1%), Malaysia (7.3%), Thailand (7.2%), South Korea (5.3%), Asia-Pacific (9.1%), the United States (14.6%), Europe (7.7%) and others (1.7%).
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