GEV, BESI 还有谁？

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，有些这些需要HANDS ON的技术瓶颈产能就是上不去的，就是没办法量产。