ENXTAM:BESISemiconductor
Should BE Semiconductor’s Surge in 2.5D and Photonics Orders Shift the ENXTAM:BESI Investment Lens?
BE Semiconductor Industries recently reported a past preliminary rise in fourth-quarter 2025 orders to €250 million, driven mainly by broad-based bookings from Asian subcontractors for 2.5D data center applications and additional capacity purchases from photonics customers.
This sharp order acceleration highlights how demand for advanced packaging and photonics-related assembly tools is increasingly shaping BESI’s order mix and operational focus.
Next, we will examine how this surge in 2.5D...