Tianfeng International Securities analyst Ming-Chi Kuo said BE Semiconductor (BESIY, financial stocks) has huge growth prospects, driven by the development of large technology companies such as Apple (AAPL, financial stocks) and Nvidia (NVDA, financial stocks). The Dutch company’s OTC shares have fallen 2.7% year to date; however, new developments in semiconductor technology could reverse that trend.
Variable aperture technology is expected to be implemented on Apple’s iPhone 18 Pro in 2026, requiring professional equipment from BE Semiconductor. The company’s main contribution to this invention is its contribution to the manufacture of aperture blade assembly tools.
Apple’s move to the M5 chip series, scheduled for release between 2025 and 2026, is another exciting development for BE Semiconductor. This change will take advantage of Taiwan Semiconductor Manufacturing Co., Ltd.’s (TSM, Finance) advanced 3-nanometer node. Apple’s high-performance processors are packaged in micro-integrated circuits, so BE Semiconductor’s hybrid bonding technology is expected to be popular.
Hybrid bonding has attracted interest from the larger semiconductor community for its ability to improve high-bandwidth memory solutions. According to Kuo’s research results, SK Hynix will use hybrid bonding in its HBM3e 16hi memory starting in 2026 to meet AI server needs and improve efficiency. BE Semiconductor received this recognition for its knowledge of bonding tools.
Demand for hybrid bonding solutions is likely to increase as Nvidia’s Quantum-3/X800 InfiniBand switches are scheduled to launch in 2025 and include co-packaged optics. This change will lead BE Semiconductor to another area of development.
As a result, TSMC expects the growth of SOIC packaging in its customer base, which includes AMD ( AMD , Financials ), Amazon Web Services ( AMZN , Financials ) and Qualcomm ( QCOM , Financials ), could help confirm BE Semiconductor’s position in the industry. status.
BE Semiconductor appears to be well-positioned to capitalize on changes in the semiconductor and technology industries as its advanced technology aligns with industry needs.
This article was first published on GuruFocus.
