COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Besi 2024 CMD: Our key takeaways.June 10, 2024 — Pierre Ferragu
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Besi: Orders from Intel confirm the inflection in hybrid bonding is onMay 9, 2024 — Pierre Ferragu
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Tesla portfolio expansion; cloud revenues and capex accelerating; time to buy auto semis; and much more. The Tech Weekly Wrap-upApril 29, 2024 — Pierre Ferragu
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Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact. Buy €165 TP.April 26, 2024 — Pierre Ferragu
Events
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Apr
23TechnologyApril 23, 2024 — VirtualHosted by Rolf Bulk and Piyush KalyaniWatch Replay -
Oct
30TechnologyOctober 30, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
17TechnologyMarch 17, 2023Hosted by Pierre FerraguWatch Replay -
Jun
07
