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BESVF - BE Semiconductor Industries: Hybrid Bonding An Enabler Of The AI Growth
Be Smcndctr Indus Ord
2024-03-12 01:35:58 ET
Summary
BE Semiconductor Industries seems ideally positioned for the next generation of semiconductor packaging.
Its leadership in hybrid bonding should fuel strong growth as foundries and memory manufacturers show signs of interest in their most advanced logic chips.
The firm has a solid market share and stable management, with the founder still in charge as a CEO.
The valuation is expensive in terms of short-term multiples, but a DCF model, capturing the full cycle, indicates an upside. I rate the company as a Buy.