BE Semiconductor Reports 43% Increase in Q4-25 Orders to €250 Million
BE Semiconductor Industries N.V. reported preliminary orders of approximately €250 million for Q4-25, reflecting a 43% increase from Q3-25 and a 105% rise year-over-year. The growth was driven by increased demand from Asian subcontractors for 2.5D data center applications and renewed capacity purchases from photonics customers. The company anticipates that Q4-25 revenues and margins will be at the higher end of its previous guidance, with full results set to be released on February 19, 2026.
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BE Semiconductor Industries N.V. reported preliminary orders for Q4-25 of approximately €250 million, marking a 43% increase from Q3-25 and a 105% rise compared to Q4-24. The Dutch semiconductor assembly equipment manufacturer attributed this strong performance to higher orders from Asian subcontractors for 2.5D data center applications and renewed capacity purchases from leading photonics customers.
For H2-2025, total orders reached about €425 million, showing a 63% increase over H1-2025. The company indicated that revenues, gross margin, and operating expenses for Q4-25 are expected to be at the higher end of previously provided guidance. Full results for Q4-25 and the entire year will be released on February 19, 2026.
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