BE Semiconductor Industries N.V. reported second-quarter 2026 financial results that exceeded market expectations.

Revenue reached €249.9 million, representing a 68.7% increase year-over-year. Net income rose 177.3% to €89.0 million.

New orders climbed 128.8% to €292.9 million compared to the same period last year. Demand for AI computing, datacenters, photonics, and hybrid bonding applications drove the growth.

The company forecasts third-quarter revenue will grow between 10% and 15% sequentially. This outlook signals sustained momentum from ongoing investments in AI infrastructure.