On Monday Applied Materials said it would more than double its holding in BE Semiconductor Industries (Euronext Amsterdam: BESI), taking it to about 20% of the Dutch bonder maker's shares. Four days earlier Besi had reported third-quarter orders of €342.6 million, up 96% on a year ago and well above the roughly €298 million analysts expected. And yet by early October the stock … [Read more...] about Hybrid Bonding Is the Bottleneck Nobody Prices Into HBM4
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