🟢 BE Semiconductor Industries is trading 4% up today as hybrid bonding delay fears ease with sector rebound

BE Semiconductor Industries is trading 4% up today at €232.50 as investors recalibrate following last week’s sharp selloff tied to reports of delayed hybrid bonding adoption by key HBM customers.

• Sentiment is improving after concerns that hybrid bonding uptake for next-generation HBM4 and HBM4E by Samsung and SK Hynix could be delayed.
• The move higher coincides with a near 3% rebound in the broader semiconductor sector, suggesting bargain hunting after the recent downturn.