GEV, BESI 還有誰？

BE Semiconductor Industries (BESI) is a leading, publicly traded company in the hybrid bonding market, experiencing high growth and volatility due to AI-driven demand. Q1 2026 reports showed strong orders, though shares are sensitive to news about HBM adoption timelines. Other key players include Applied Materials, EV Group, Tokyo Electron, and SUSS MicroTec

BESI revenue都不大，有些這些需要HANDS ON的技術瓶頸產能就是上不去的，就是沒辦法量產。