Why BE Semiconductor Industries (ENXTAM:BESI) Is Up 6.6% After Samsung and OpenAI Announce Chip Collaboration

• Shares of European chip-making equipment suppliers, including BE Semiconductor Industries, gained attention in early October 2025 after Samsung signed an initial collaboration agreement with OpenAI.
• This development sparked growing market interest in companies involved in the chip production supply chain, highlighting the increasing relevance of semiconductor technology partnerships for industry participants.
• We'll examine how surging attention toward chip production suppliers, following the Samsung-OpenAI deal, could influence BE Semiconductor Industries' outlook.

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BE Semiconductor Industries Investment Narrative Recap

To be a shareholder in BE Semiconductor Industries, it’s key to believe in the accelerated adoption of advanced semiconductor packaging, especially for AI and data center applications. While the Samsung-OpenAI collaboration spotlights industry upside, the most immediate catalyst for BESI remains a pick-up in orders for hybrid bonding systems, yet ongoing earnings pressure from volatile orders and sluggish mainstream markets tempers enthusiasm, as cautious Q3 guidance and recent earnings suggest any impact from this news is not yet material.

Among recent announcements, BESI’s July 2025 guidance indicated a significant anticipated increase in orders driven by demand for hybrid bonding and die attach systems targeting AI applications. This aligns closely with the interest sparked by major partnerships like Samsung and OpenAI, as technology leaders begin shifting capital expenditure to advanced packaging tools, presenting a long-term opportunity even as near-term results reflect end-market uncertainties.

In contrast, investors should pay close attention to the risk posed by prolonged weakness in mainstream assembly, mobile, and automotive markets, which may lead to...

Read the full narrative on BE Semiconductor Industries (it's free!)

BE Semiconductor Industries is projected to reach €1.2 billion in revenue and €406.4 million in earnings by 2028. Achieving this outlook requires 24.7% annual revenue growth and an increase in earnings of €236.8 million from the current €169.6 million.

Uncover how BE Semiconductor Industries' forecasts yield a €137.00 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Six individual estimates from the Simply Wall St Community place BESI’s fair value between €131.90 and €155.43 per share. With many focused on next-generation chip demand, opinions still diverge on how quickly mainstream segment stability could shape the company’s near-term earnings path.

Explore 6 other fair value estimates on BE Semiconductor Industries - why the stock might be worth as much as 19% more than the current price!

Build Your Own BE Semiconductor Industries Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your BE Semiconductor Industries research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free BE Semiconductor Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BE Semiconductor Industries' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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