

























![]()
BE Semiconductor Industries N.V. (BESIY) Analyst/Investor Day June 18, 2026 7:00 AM EDT
Company Participants
Richard Blickman - Chairman of Management Board, President & CEO
Chris Scanlan - Senior Vice President of Technology
Peter Wiedner - Senior Vice President of Sub Micron Die Attach
Christoph Scheiring - Senior Vice President of Die Attach
Conference Call Participants
Francois-Xavier Bouvignies - UBS Investment Bank, Research Division
Simon Coles - Barclays Bank PLC, Research Division
Martin Jungfleisch - BNP Paribas, Research Division
Martin Marandon-Carlhian - ODDO BHF Corporate & Markets, Research Division
Marc Hesselink - ING Groep N.V., Research Division
Ruben Devos - Kepler Cheuvreux, Research Division
Michael Roeg - Banque Degroof Petercam S.A., Research Division
Presentation
Richard Blickman
Chairman of Management Board, President & CEO
Good afternoon, everyone. Ladies and gentlemen, who are the last to come in? Five more seconds and the door closes. kidding.
Welcome, everyone, to our Investor Day presentation on June 18, 2026. Following a tradition in the meantime, every year in June, we try to update you on what's happening, what are the opportunities, what is accelerating, what is maybe not that accelerating, but it's not many today.
So an update on the market and what is it not to be very clear on that. We don't talk about Q2 numbers. You have to be a bit patient in 4 weeks. We will have our Q2 numbers. And that's, of course, focused on the quarter and the outlook for the next quarter. But the purpose of today is to give you a bit more longer-term perspective and how Besi is doing vis-a-vis the market, vis-a-vis the competition, some market share and more importantly, on the fastest-growing segments in our business, we will spend time to try to convince you that those fast-growing parts of the market we serve are leading to a new model, which we announced this morning up from EUR 1.5 billion to EUR 1.9
此内容由惯性聚合(RSS阅读器)自动聚合整理,仅供阅读参考。 原文来自 — 版权归原作者所有。