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BE Semiconductor Industries | July 2025
Season 2 Episode 29
If you think about the semiconductor industry, companies like ASML, Nvidia and TSMC probably come to mind. All unique powerhouses with key roles in the global economy. I can imagine you’re getting bored with hearing the same stories about the same companies in this industry over and over again. That’s why we’re going to discuss a business that’s probably new to you.
In this analysis, a leading semiconductor company that’s active in assembly equipment will be reviewed. The company is worth around €10 billion and the founder of the business is still in charge of the company. It is headquartered in Duiven, a small city in The Netherlands. Let’s introduce you to BE Semiconductor Industries (Besi).
The combination of having a €10 billion market cap and a leading position already reveal it: Besi operates in a niche industry. The assembly equipment category accounts for just 4% of total semiconductor equipment value. In this space, Besi makes its money and paves the way for even greater dominance in this area.
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
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Published on 1 month, 1 week ago