NEWSCENTRAL reports that BE Semiconductor Industries (Besi) has demonstrated a significant increase in orders in the first quarter of 2026, driven not only by growth in all its markets but also by heightened demand for hybrid connection technologies. These solutions, which enable the direct connection of two microchips, have been particularly in demand amidst the rapid growth in artificial intelligence (AI) applications. Despite a decline in demand in other sectors, such as the automotive industry and memory chip production, the positive forecasts for the semiconductor industry remain strong.
Orders in the first quarter grew by an impressive 104.5%, reaching €269.7 million ($315.5 million), compared to €131.9 million last year. This growth not only confirms Besi’s technological leadership in hybrid solutions but also highlights the importance of these technologies in meeting the growing demand for chips used in AI applications.
The hybrid connection technologies developed by the company enable more efficient microchip interconnection, which is crucial for creating high-speed computing required for processing big data and implementing AI systems. These developments have gained traction in the memory sector, where the company’s second-largest client has already started the qualification process for using Besi’s solutions in high-speed memory.
Freddy Miller, Senior Analyst at NEWSCENTRAL, emphasizes that the success of these technologies will not only strengthen the company’s position but also have a significant impact on the future development of the entire industry. The high order volumes at the start of the year, 4% above analysts’ forecasts, allow the company to predict a revenue increase of 30-40% in the second quarter compared to the first quarter of 2026, which ended with €184.9 million.
At NEWSCENTRAL, we forecast that continued growth at these rates will ensure a stable position for the company in the coming years, especially with the ongoing expansion of demand for AI solutions. Interest in hybrid technologies developed by Besi is further confirmed by the rise in orders from the AI sector, which is compensating for weak demand in traditional industries like the automotive sector and PC manufacturing. It is expected that AI technologies will not only support the development of existing applications but also open new opportunities for semiconductor companies like Besi.
STMicroelectronics, a major player in the semiconductor market, also reported results significantly exceeding analysts’ expectations. This could signal a recovery in demand in key markets and the strengthening of the sector overall. At NEWSCENTRAL, we see this as confirmation of the growing interest in semiconductor solutions that power AI systems.
Besi continues to lead the high-speed connection technology sector, and its achievements in this area underline the importance of hybrid solutions for the future of the semiconductor industry. We at NEWSCENTRAL predict that with the growing demand for AI, this technology will become one of the key factors shaping the future of the semiconductor industry.
In the long term, Besi, like other leading players in the semiconductor market, will continue to benefit significantly from the growing demand for AI solutions. We at NEWSCENTRAL see the company as well-positioned to further develop its leadership, and we recommend that investors closely monitor its performance in the next quarter.
Given current trends in the semiconductor sector and the continuous growth in demand for AI solutions, Besi and similar companies continue to demonstrate strong potential for further growth and strengthening their market position. We at NEWS CENTRAL forecast that their leadership will only grow, and the industry will rapidly develop, fostering the implementation of new technologies. Investors should keep an eye on the upcoming quarterly reports, as the growth dynamics confirm the stability and positive outlook for the industry as a whole.