Just lucky schreef op 8 maart 2024 18:12:
Onderstaand een paar zinssneden uit het Q4 persbericht. Denk je nu echt dat de grote producenten volop HB machines kopen als ze de oude machines langer gaan gebruiken.
- Q4-23 revenue of € 159.6 million increased by 29.4% and 15.9% versus Q3-23 and Q4-22, respectively, and was above prior guidance. The increase was due primarily to increased shipments for
hybrid bonding, photonics and other AI-related, 2.5D applications.
- Orders of € 548.3 million declined 17.4% versus 2022 primarily due to decreased demand for mainstream consumer electronics and automotive applications partially offset by strong growth in the second half of the year for silicon photonics,
hybrid bonding and 2.50 logic/memory applications.
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Progress also continued on Besi’s hybrid bonding agenda as our installed base increased to over 40 systems and adoption expanded from 3 to 9 customers encompassing North American, European, Taiwanese and Korean IDMs, foundries, subcontractors and research institutes for logic and memory applications.
- In particular,
hybrid bonding orders and year-end backlog approximately doubled versus comparable levels of the prior year. Of note, approximately
half of Q4-23 orders were represented by our most advanced 100nm accuracy hybrid bonding systems.