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This Semiconductor Stock Could Be a Major AI Winner, Needham Says
This article first appeared on GuruFocus. Needham has chosen BE Semiconductor Industries (BESI) at the top of its semiconductor equipment list for 2026, citing growing demand for advanced chip packaging as the artificial intelligence hardware cycle develops. The brokerage's view centers on hybrid bonding, a manufacturing process that connects semiconductor layers more tightly. Needham sees the technology becoming …