BE Semiconductor Industries, a chip-packaging equipment supplier, recorded €342.6 million in third-quarter orders, up 96% year over year.

BE Semiconductor Industries, also identified as BESI, recorded third-quarter orders of €342.6 million, reported as equivalent to $385.2 million. Orders rose 17% from the second quarter and 96% from the year-earlier period.

The result exceeded the €298 million analyst expectation compiled by Visible Alpha. This metric measures orders for equipment, not recognized revenue, completed chip production, or installed data-center capacity.

The report attributes the order strength to demand from AI data centers. BESI also rejected reports that ASML could challenge it in hybrid bonding, described in the source as a chip-connection technology; the supplied account does not give customer-level orders or a product breakdown.