BE Semiconductor Industries registered a pronounced improvement in profitability in its first quarter, the company said, attributing the jump to expanding demand tied to artificial intelligence applications.
Net profit for the three months ended March 31 climbed 63.8% from a year earlier to 51.6 million euros. Revenue rose 28.3% year‑on‑year to 184.9 million euros, a result the company linked to stronger shipments of equipment for high‑end mobile devices and for 2.5D AI computing applications.
The equipment maker also reported that its order book more than doubled in the quarter, reaching 268.7 million euros. Management said this backlog and continued order momentum underpin guidance for the current quarter.
For the second quarter, BE Semiconductor indicated it expects sequential revenue growth of 30% to 40%. The company said it sees gross margins improving to a range of 64% to 66%, and it signaled that net income should experience a "significant expansion." The firm specifically highlighted brisk demand for its advanced chip packaging equipment as the semiconductor sector responds to rising activity in the AI industry.
BE Semiconductor designs and manufactures equipment used across semiconductor production, supplying both front‑end foundry and fabrication customers and back‑end assembly and packaging operations. That market position leaves the company closely tied to large chipmakers, with the business exposed to firms such as Intel Corporation, TSMC and Samsung Electronics Co Ltd. The company noted that recent signals from TSMC and Samsung about planned capacity increases point toward further order opportunities for equipment suppliers like BE Semiconductor.
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Note on information: The company provided the financial figures, order book amount and forward guidance. The statements about customer capacity intentions were reported by the company and reflect its characterization of demand conditions.