Besi third-quarter orders top forecasts as AI data centre demand holds up
Besi's Q3 orders hit €342.6 million, above the €298 million analysts expected, as AI data centre demand for chip-packaging equipment stayed strong, per Reuters.
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what happened
Reuters reports that BE Semiconductor Industries, known as Besi, posted third-quarter orders on Thursday that came in above what analysts had forecast. Demand for its chip-packaging tools used in AI data centres continues to run hot.
Order intake reached €342.6 million, or $385.2 million, a 17% rise from the previous quarter and a 96% jump from a year earlier. Analysts polled by Visible Alpha had penciled in €298 million.
why it matters
Orders are closely watched as a leading indicator for demand in the chip equipment industry, so a strong report is usually read as a sign that chipmakers keep spending. Results above consensus tend to lift sentiment toward companies tied to AI infrastructure.
market impact
Chip equipment makers: orders above forecasts support sentiment across the AI chip supply chain
tags
instruments
sources
- Besi's quarterly orders beat expectations as AI data centre demand stays strong — Reuters, 22 October 2026 at 05:10 UTC
- Besi's quarterly orders beat expectations as AI data centre demand stays strong — Reuters, 22 October 2026 at 05:20 UTC
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