If you think about the semiconductor industry, companies like ASML, Nvidia and TSMC probably come to mind. All unique powerhouses with key roles in the global economy. I can imagine you’re getting bored with hearing the same stories about the same companies in this industry over and over again. That’s why we’re going to discuss a business that’s probably new to you. In this analysis, a leading semiconductor company that’s active in assembly equipment will be reviewed. The company is worth around €10 billion and the founder of the business is still in charge of the company. It is headquartered in Duiven, a small city in The Netherlands. Let’s introduce you to BE Semiconductor Industries (Besi). The combination of having a €10 billion market cap and a leading position already reveal it: Besi operates in a niche industry. The assembly equipment category accounts for just 4% of total semiconductor equipment value. In this space, Besi makes its money and paves the way for even greater dominance in this area. Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research. You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors
