226. Deep dive: BE Semiconductor Industries (BESI)

from Jong Beleggen, de podcast Hosted by Pim Verlaan / Milou Brand

De wereld wil steeds meer rekenkracht in steeds minder ruimte stoppen. Dat maakt chips complexer, vergroot het aantal verbindingen en verhoogt de vereiste precisie. Besi verdient aan die complexiteit. Maar precies daar zit ook het risico: als de industrie een andere technische route kiest dan Besi verwacht, kan jaren aan onderzoek en ontwikkeling toch minder waarde opleveren dan gedacht. Wat te denken van deze chipmachinefabrikant uit Duiven?! We duiken erin met tech-analist Jordy Beuving. ► Uitgebreide show notes en achtergrondinformatie: https://jongbeleggendepodcast.nl/226-deep-dive-be-semiconductor-industries-besi ► Word Vriend: https://portfoliodividendtracker.com ► Updates via Instagram: https://www.instagram.com/jongbeleggen ► Mijn volledige portfolio: https://app.portfoliodividendtracker.com/p/jongbeleggen 1) We maken gebruik van programmatic advertising, wat inhoudt dat we geen invloed hebben op de spots die in de podcast worden afgespeeld. Dit is vergelijkbaar met tv, YouTube, radio en de krant, uiteraard met uitzondering van de advertenties die we zelf hebben ingesproken. 2) Deze podcast is 100% expertise-vrij en alleen geschikt voor amusementsdoeleinden. De inhoud mag niet worden beschouwd als financieel advies.

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226. Deep dive: BE Semiconductor Industries (BESI)

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This episode was published on October 1, 2026.

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