BRIEFINGS · Chips and AI hardware
Besi's orders more than double, particularly for AI computing, with AI about 60% of first-half equipment orders
Besi, a chip-assembly equipment maker, said Q2 orders more than doubled, particularly for AI computing, and AI is about 60% of first-half orders.
On 23 July 2026 Besi, a Dutch maker of the machines that assemble chips, reported second-quarter orders of 292.9 million euros, up 128.8% from a year earlier, with broad growth that it said was particularly for AI computing. Revenue was 249.9 million euros, up 68.7%. On the earnings call it estimated that AI applications were about 60% of first-half system orders, up from about 50% a year earlier, and said hybrid bonding customers rose from 15 at year-end 2025 to 21 at the end of Q2 2026. It expects third-quarter revenue to rise 10 to 15% (Besi press release, 23 July 2026, and Q2 call transcript).
Why we file it. A key chip-packaging supplier tied record orders to AI.
How we read it. Strong demand, though the AI shares are Besi's own estimates.
Why it matters to you: it shows how much new equipment AI chips need.
What this doesn't prove
Company statements: AI shares of orders are Besi's own estimates, and the call transcript is a third-party copy.
Next fixture
- Whether third-quarter revenue rises 10-15% as Besi expects.
Sources
- BE Semiconductor Industries N.V. Announces Q2-26 and H1-26 Results23 July 2026
- BE Semiconductor Industries Q2 2026 earnings call transcript24 July 2026
Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.
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