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Besi eyes 2025 surge in hybrid bonding demand after Q3 orders miss estimate

UPDATE 3-Besi eyes 2025 surge in hybrid bonding demand after Q3 orders miss estimate Adds share move in paragraph 2, detail on sales and margin in paragraph 8, analyst comment in paragraph 11 By Dagmarah Mackos Oct 24 (Reuters) - BE Semiconductor Industries BESI.AS (Besi) expects a rise in demand for its hybrid bonding systems in 2025 following shipment delays in the fourth quarter, the chipmaking parts supplier said on Thursday, after third-quarter new orders missed estimates.
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Lam Research forecasts quarterly revenue above estimates on AI chip demand

Lam Research forecasts quarterly revenue above estimates on AI chip demand Oct 23 (Reuters) - Lam Research LRCX.O forecast revenue for the December quarter above Wall Street expectations on Wednesday, as chipmakers ordered more of its equipment used to manufacture semiconductors for artificial intelligence applications. Shares of the Fremont, California-based company rose 5% in trading after the bell.
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Adecco, Bodycote, LVMH

EUROPE RESEARCH ROUNDUP-Adecco, Bodycote, LVMH Oct 23 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Adecco, Bodycote and LVMH, on Wednesday. HIGHLIGHTS * Adecco ADEN.S : Deutsche Bank raises to buy from hold * Bodycote Plc BOY.L : JP Morgan cuts target price to 670p from 750p * DNB Bank ASA DNB.OL : JP Morgan raises target price to NOK 230 from NOK 220 * Fabege AB FABG.ST : Kepler Cheuvreux raises to buy from hold * LVMH LVMH.PA
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ASML expects growth in 2026, China row to continue, CEO says

UPDATE 1-ASML expects growth in 2026, US-China row to continue, CEO says Updates in paragraphs 2-10 with quotes, share price ASML expects slower growth in 2025 due to weak electronics markets CEO Fouquet anticipates continued U.S. pressure on ASML's China exports Sees 2026 growth, shares up 1.8% LONDON, Oct 22 (Reuters) - The CEO of leading computer chip equipment maker ASML ASML.AS said on Tuesday he expects that 2026 will be a growth year for the company and that the U.S.
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ASML CEO says US pressure for export restrictions will continue

ASML CEO says US pressure for export restrictions will continue LONDON, Oct 22 (Reuters) - The CEO of leading computer chip equipment maker ASML ASML.AS said on Tuesday he expects the United States government will continue to push for further restrictions on its exports to China. Christophe Fouquet said he believes that governments in the Netherlands and Europe are starting to question whether restrictions on older tech the company still ships to China are part of security or trade policy, and w
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