BESI's revised targets highlight a transformative shift in semiconductor packaging, driven by AI demands, potentially reshaping industry norms. The post BESI raises long-term revenue and margin targets ahead of investor day, citing AI data center demand appea…

The Dutch semiconductor equipment maker nearly doubled its revenue outlook as hybrid bonding demand from Nvidia, Broadcom, and others accelerates faster than expected. BE Semiconductor Industries, th… [+2580 chars]

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