BE Semiconductor Industries (Besi) reported fourth-quarter 2025 orders of 250.4 million euros, up 43.3 percent from 3Q25 and 105.4 percent from a year earlier. The increase continues an upward trend that started in the second half of 2025, primarily driven by strength in AI-related 2.5D demand for data center applications and capacity additions for photonics applications.
“We enter 2026 with increased optimism based on strong order momentum experienced in the second half of 2025, which has continued to date in the first quarter of 2026. Our current optimism is based on anticipated growth in three promising Besi revenue streams: 3D wafer-level assembly, AI-related 2.5D capacity and more traditional mainstream assembly applications,” comments Besi CEO Richard Blickman.
Full-year revenue declined 2.7 percent to 591.3 million euros and net income fell 27.7 percent to 131.6 million euros, which Blickman attributed to “lower shipments for mobile, automotive and industrial end-user markets as a result of ongoing weakness in overall assembly markets.” Full-year orders rose 16.8 percent to 685.0 million euros.
For 1Q26, Besi expects revenue to increase 5-15 percent sequentially.
