Applied Materials acquired a 9% stake in BE Semiconductor Industries $BESI (+2,95 %) ,becoming its largest shareholder. This strategic investment strengthens their collaboration on hybrid bonding technology, crucial for advanced semiconductor packaging. The partnership aims to enhance AI-related chip production by improving chip density and efficiency. Following the announcement, BESI’s shares surged significantly in Amsterdam trading. Applied Materials has no plans to increase its stake or seek board representation, focusing on long-term collaboration rather than competition

$BESI (+2,95 %) CEO Richard Blickman of Besi already holds a substantial package of Besi shares but has recently purchased more. Blickman bought a total of 100,000 additional shares in two tranches, at an average price of around €96.75.

This brings his total shareholding to 1,447,718 shares, which, at the current price of €102, represents a value of €147 million.

In my opinion, $BESI is heavily undervalued. will hold until at least the next ex-divident date (25/04/2025). Earning rapports will also be published around this time, at 23/04/2025.

Buying Le dip

This one has been going places!

Keeper for now

Parts of today's shopping!