@pauluscremers Paul Cremers
Paul Cremers posts on X about $besi, samsung, $asml, asml the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] +264%
- [--] Month [-----] +58%
- [--] Months [------] +61%
- [--] Year [------] +71%
Mentions: [--] #
- [--] Week [--] -7.70%
- [--] Month [--] +6.80%
- [--] Months [---] +40%
- [--] Year [---] +75%
Followers: [---] #
- [--] Week [---] +1.30%
- [--] Month [---] +1.30%
- [--] Months [---] +10%
- [--] Year [---] +39%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands 35% stocks 33% countries 15% finance 11% currencies 5% cryptocurrencies 4% products 1% travel destinations 1%
Social topic influence $besi #8, samsung 15%, $asml #88, asml #167, ai 9%, $intc 9%, ceo 9%, $mu 8%, $amat #208, $tsm #158
Top accounts mentioned or mentioned by @beuvingjordy @nicoinberg @bpol69 @bramvgenechten @albertjellema @ceessmit @arendjankamp @jukanlosreve @bas2002 @intelfoundry @asmlcompany @xyang2023 @jukan05 @sifholdingsa @iexnl @peterpaulvries @sayonamining @chipssaas @mzuhair123 @nikkeiasia
Top assets mentioned Intel Corporation (INTC) Micron Technology, Inc. (MU) Applied Materials, Inc. (AMAT) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Kulicke & Soffa Industries Inc (KLIC) Assemble Protocol (ASM) AS Roma Fan Token (ASR) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Novo-Nordisk (NVO) Arm Holdings plc (ARM) Amazon.com, Inc. (AMZN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Micron to invest $9.6 billion in Japan to build AI memory chip factory Nikkei reports. $MU $BESI $ASML #HBM #samsung #skhynix https://nl.marketscreener.com/beursnieuws/micron-investeert-9-6-miljard-dollar-in-japan-voor-bouw-ai-geheugenchipfabriek-meldt-nikkei-ce7d51dbdd80fe27 https://nl.marketscreener.com/beursnieuws/micron-investeert-9-6-miljard-dollar-in-japan-voor-bouw-ai-geheugenchipfabriek-meldt-nikkei-ce7d51dbdd80fe27"
X Link 2025-11-29T09:44Z [---] followers, [---] engagements
""Better times really seem to be on the horizon now for $BESI" says IEX analyst Hildo Laman about tip [--] of our "Shares for 2026" series. $AMAT #advancedpackaging #hybridbonding #HBM #IEX 👇 'Er lijken nu echt betere tijden aan te breken' zegt IEX-analist Hildo Laman over tip [--] van onze serie 'Aandelen voor 2026'. https://t.co/aiBKYLsagX 'Er lijken nu echt betere tijden aan te breken' zegt IEX-analist Hildo Laman over tip [--] van onze serie 'Aandelen voor 2026'. https://t.co/aiBKYLsagX"
X Link 2025-12-06T10:05Z [---] followers, [---] engagements
"@Bas___2002 @BeuvingJordy Okay. Of course that's good news for #hybridbonding but #SKhynix is of course not a $BESI customer"
X Link 2025-12-08T10:32Z [---] followers, [---] engagements
""Samsung is back" I like it. Next Intel $INTC $BESI $ASML #samsung #hbm Samsungs semiconductor division CEO Jun Young-hyun said in a New Year address that Samsungs HBM4 has received strong praise from customers for its differentiated competitiveness. He added that some customers even remarked Samsung is back. https://t.co/QBw0AaYfUp Samsungs semiconductor division CEO Jun Young-hyun said in a New Year address that Samsungs HBM4 has received strong praise from customers for its differentiated competitiveness. He added that some customers even remarked Samsung is back. https://t.co/QBw0AaYfUp"
X Link 2026-01-02T08:45Z [---] followers, [---] engagements
"$MU $ASML $BESI #HBM 👇 Key highlights on the $MU-PSMC fab deal. - 300mm fab cleanroom of [------] square feet - The transaction is anticipated to close by calendar Q2 [----] - Meaningful DRAM wafer output beginning in the second half of calendar [----]. - Long-term relationship between Micron and PSMC https://t.co/8J6cyKsGVm Key highlights on the $MU-PSMC fab deal. - 300mm fab cleanroom of [------] square feet - The transaction is anticipated to close by calendar Q2 [----] - Meaningful DRAM wafer output beginning in the second half of calendar [----]. - Long-term relationship between Micron and PSMC"
X Link 2026-01-17T10:17Z [---] followers, [---] engagements
"$BESI continues to advance its technology platform to align with the evolving demands of next-generation packaging. 👇 BESI continues to advance its technology platform to align with the evolving demands of next-generation packaging. Its product roadmap now includes support for a variety of key architectures such as: 🔷 CoWoS-L (LSI ) and CoWoS-R (RDL) 🔷TCB Next for advanced thermo-compression https://t.co/u6l9Qfa1MV BESI continues to advance its technology platform to align with the evolving demands of next-generation packaging. Its product roadmap now includes support for a variety of key"
X Link 2026-02-07T10:16Z [---] followers, [---] engagements
"#aegon $NN $ASR DIP today https://t.co/YMlgb3U1NA https://t.co/YMlgb3U1NA"
X Link 2026-02-10T09:34Z [---] followers, [---] engagements
"$TSM $ASML $BESI #advancedpackaging TSMC Greenlights Record $45 Billion CapEx to Boost Semiconductor Capacity https://t.co/dtVgDAv6tm https://t.co/rj68TwV9jV TSMC Greenlights Record $45 Billion CapEx to Boost Semiconductor Capacity https://t.co/dtVgDAv6tm https://t.co/rj68TwV9jV"
X Link 2026-02-11T07:07Z [---] followers, [---] engagements
"$DSFIR #dsmfirmenich https://www.swissinfo.ch/eng/dsm-firmenich-reinvites-apollo-into-auction-as-cvc-bid-hits-snag/90077763 https://www.swissinfo.ch/eng/dsm-firmenich-reinvites-apollo-into-auction-as-cvc-bid-hits-snag/90077763"
X Link 2025-09-28T11:19Z [---] followers, [---] engagements
"#dsmfirmenich $DSFIR CVC nadert deal voor overname diervoedingstak DSM-Firmenich @NicoInberg @bpol69 https://nl.investing.com/news/stock-market-news/cvc-nadert-deal-voor-overname-diervoedingstak-dsmfirmenich-93CH-701356 https://nl.investing.com/news/stock-market-news/cvc-nadert-deal-voor-overname-diervoedingstak-dsmfirmenich-93CH-701356"
X Link 2026-01-28T19:03Z [---] followers, [---] engagements
"$BESI $AAPL $ASE $TSM 👇 The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80 The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used. https://t.co/JZoH7xJm80"
X Link 2026-02-01T08:24Z [---] followers, [---] engagements
"$KLIC +6% nabeurs. $BESI $KLIC Kulicke & Soffa Reports First Quarter [----] Results https://t.co/GyeANrvluk $KLIC Kulicke & Soffa Reports First Quarter [----] Results https://t.co/GyeANrvluk"
X Link 2026-02-04T21:43Z [---] followers, [---] engagements
"$DSFIR $IMCD #chemicals https://t.co/fVOkWOnF2p https://t.co/fVOkWOnF2p"
X Link 2026-02-10T09:06Z [---] followers, [---] engagements
"In this episode of Speciality Sessions host Natasha Klymczuk sits down with Marcus Jordan CEO of $IMCD to talk candidly about leadership careers in distribution and more. https://youtu.be/CwbuJbKPmdgsi=8lEkR33iARNCtXRU https://youtu.be/CwbuJbKPmdgsi=8lEkR33iARNCtXRU"
X Link 2026-02-10T10:16Z [---] followers, [---] engagements
"@Intel_Foundry @ASMLcompany Old news. Thank you. 12/15/25"
X Link 2026-02-10T17:36Z [---] followers, [---] engagements
"#heineken Flinke bezuinigingen bij Heineken: [----] tot [----] banen verdwijnen https://t.co/6uGQWTDXVu Flinke bezuinigingen bij Heineken: [----] tot [----] banen verdwijnen https://t.co/6uGQWTDXVu"
X Link 2026-02-11T07:08Z [---] followers, [--] engagements
"Samsung Begins Shipments of HBM4 Products #samsung $MU #skhynix $BESI #HBM Samsung Begins Shipments of HBM4 Products https://t.co/s0DutO4jnb Samsung Begins Shipments of HBM4 Products https://t.co/s0DutO4jnb"
X Link 2026-02-12T08:41Z [---] followers, [---] engagements
"$IMCD price target cut to Eur [---] from Eur [---] at Jefferies 👇 #IMCD price target cut to Eur [---] from Eur [---] at Jefferies #IMCD price target cut to Eur [---] from Eur [---] at Jefferies"
X Link 2026-01-15T07:01Z [---] followers, [---] engagements
"$BESI at Semicon Korea [----] Besi at Semicon Korea [----] https://t.co/kyBpGAexiI https://t.co/9KcBYsXK01 Besi at Semicon Korea [----] https://t.co/kyBpGAexiI https://t.co/9KcBYsXK01"
X Link 2026-02-11T05:43Z [---] followers, [---] engagements
"Samsung Joins Applied Materials $ EPIC Semiconductor R&D Center. #samsung $AMAT $BESI 📢 : Samsung Joins $AMAT Applied Materials $ EPIC Semiconductor R&D Center 👉 : ➤ Samsung to join Applieds new $ in Silicon Valley. ➤ EPIC is the U.S. investment in semiconductor 📢 : Samsung Joins $AMAT Applied Materials $ EPIC Semiconductor R&D Center 👉 : ➤ Samsung to join Applieds new $ in Silicon Valley. ➤ EPIC is the U.S. investment in semiconductor"
X Link 2026-02-11T14:41Z [---] followers, [---] engagements
"$AMAT aftermarket +10%. $ASML $BESI #advancedpackaging $AMAT Earnings: - Revenue $7.01 billion down [--] percent year over year - GAAP gross margin [----] percent and non-GAAP gross margin [----] percent - GAAP EPS $2.54 and non-GAAP EPS $2.38 up [--] percent and flat year over year Applied Materials delivered strong results in our https://t.co/IEZzyUHP2w $AMAT Earnings: - Revenue $7.01 billion down [--] percent year over year - GAAP gross margin [----] percent and non-GAAP gross margin [----] percent - GAAP EPS $2.54 and non-GAAP EPS $2.38 up [--] percent and flat year over year Applied Materials delivered"
X Link 2026-02-12T22:02Z [---] followers, [---] engagements
"@AlbertJellema Steun Albert: "Rugnummer [--] is een van de meest legendarische en mythische nummers in de wielersport met name in de Tour de France. Het wordt vaak geassocieerd met geluk dominantie en historische overwinningen". Vertaal dit maar naar je beleggingsstrategien. 😉"
X Link 2026-02-14T11:37Z [---] followers, [--] engagements
"$ASML Stock Jumps On Double Upgrade For Chip Gear Leader. 👇 ASML Stock Jumps On Double Upgrade For Chip Gear Leader https://t.co/Xuc5E1nPkP $ASML ASML Stock Jumps On Double Upgrade For Chip Gear Leader https://t.co/Xuc5E1nPkP $ASML"
X Link 2026-01-02T17:28Z [---] followers, [--] engagements
"I can remember periods they prefer more #Huawei #Xiaomi phones() 🤔 $AAPL #iPhone 👇 Apple's #iPhone17 series has driven a notable recovery in #China pushing the company's market share back above 20% a rebound that marks Apple's strongest performance in the market in recent years. https://t.co/eWLdXdCIPU Apple's #iPhone17 series has driven a notable recovery in #China pushing the company's market share back above 20% a rebound that marks Apple's strongest performance in the market in recent years. https://t.co/eWLdXdCIPU"
X Link 2026-01-05T09:32Z [---] followers, [--] engagements
"#heineken Kater. Hangover Heineken CEO Dolf van den Brink Steps Down Amid Sales Slump and Investor Discontent https://t.co/awP4v7sibZ Heineken CEO Dolf van den Brink Steps Down Amid Sales Slump and Investor Discontent https://t.co/awP4v7sibZ"
X Link 2026-01-12T10:48Z [---] followers, [--] engagements
"#Paramount $WBD $NFLX saga 👇 PARAMOUNT FILES SUIT SEEKING DISCLOSURES FOR $WBD SHAREHOLDERS PARAMOUNT FILES SUIT SEEKING DISCLOSURES FOR $WBD SHAREHOLDERS"
X Link 2026-01-12T14:21Z [---] followers, [---] engagements
"@XYang2023 I recognise the confusion. Could it be: [--] advanced package fabs [--] () other Source: Dan + this: "US Nears Trade Deal With Taiwan Cutting Tariffs And Securing TSMC Chip Fab Investments. TSMC To Build At Least Five More Semiconductor Facilities In Arizona Under New US Deal""
X Link 2026-01-12T20:15Z [---] followers, [--] engagements
"@BramVGenechten [----] will be crucial. Q4 [--] in February (we got already a spoiler yesterday) and Q1 [--] in April we know more"
X Link 2026-01-13T06:11Z [---] followers, [--] engagements
"#ASE $TSM $AMD $NVDA #advancedpackaging $BESI 👇 https://www.trendforce.com/news/2026/01/14/news-ase-buys-nt2-8b-zhunan-facility-packaging-orders-reportedly-span-nvidia-amd-and-more/ https://www.trendforce.com/news/2026/01/14/news-ase-buys-nt2-8b-zhunan-facility-packaging-orders-reportedly-span-nvidia-amd-and-more/"
X Link 2026-01-14T12:17Z [---] followers, [--] engagements
"$ASML Surpasses $500 Billion Market Cap as TSMC Earnings Spark Semiconductor Surge ASML Surpasses $500 Billion Market Cap as TSMC Earnings Spark Semiconductor Surge https://t.co/7eQf5VOkQF ASML Surpasses $500 Billion Market Cap as TSMC Earnings Spark Semiconductor Surge https://t.co/7eQf5VOkQF"
X Link 2026-01-15T13:24Z [---] followers, [---] engagements
"@BeuvingJordy UBS assume that $BESI will partner with #SKHynix starting with #HBM5 That should be very good news. Note: "The winners will then be $ASMPT and $BESI." @jukan05"
X Link 2026-01-16T08:54Z [---] followers, [--] engagements
"$NVO #australia #NewZealand Australia is about to start subsidising wegovy for people with established cardiovascular disease and a BMI of [--] or higher. That would mean a co pay of only AUS $25 Exactly how big this group is in Australia non of the PR mentions. But likely in the 200000-400000 range. Australia is about to start subsidising wegovy for people with established cardiovascular disease and a BMI of [--] or higher. That would mean a co pay of only AUS $25 Exactly how big this group is in Australia non of the PR mentions. But likely in the 200000-400000 range"
X Link 2026-01-18T15:52Z [---] followers, [---] engagements
"@bpol69 @BeuvingJordy #china. Hopefully a rebound ()"
X Link 2026-01-20T08:56Z [---] followers, [--] engagements
"$INTC has hired a former $ARM and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization CRN has learned. 👇 Intel has hired a former Arm and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization CRN has learned. https://t.co/uTwrF0qgCz Intel has hired a former Arm and HPE executive to take on a new leadership role focused on data center systems and solutions as its CEO made another AI-related reorganization CRN has"
X Link 2026-01-20T19:02Z [---] followers, [---] engagements
"#aegon $AGN @ceessmit @NicoInberg https://t.co/VdUF6SrBvS $AGN @ceessmit @NicoInberg https://t.co/VdUF6SrBvS"
X Link 2026-01-22T07:09Z [---] followers, [--] engagements
"@bpol69 @ceessmit @NicoInberg Het is al eens gesuggereerd [--] december jl. () https://citywire.com/new-model-adviser/news/lloyds-and-phoenix-tipped-to-bid-for-aegon-uk/a2480303 https://citywire.com/new-model-adviser/news/lloyds-and-phoenix-tipped-to-bid-for-aegon-uk/a2480303"
X Link 2026-01-22T07:35Z [---] followers, [--] engagements
"#mistral $ASML #AI #china #us Mistral's CEO says claims that Chinese AI startups lag behind the US are a "fairy tale" and China's open-source tech is "probably stressing" US CEOs (Bloomberg) https://t.co/53rDkvD4wm https://t.co/61LhFrCu37 📥 Send tips https://t.co/wlNZvXtJTU Mistral's CEO says claims that Chinese AI startups lag behind the US are a "fairy tale" and China's open-source tech is "probably stressing" US CEOs (Bloomberg) https://t.co/53rDkvD4wm https://t.co/61LhFrCu37 📥 Send tips https://t.co/wlNZvXtJTU"
X Link 2026-01-22T16:49Z [---] followers, [--] engagements
"$INTC CEO Lip-Bu Tan: "We believe customers will begin to make firm supplier decisions starting in the second half of this year and extending into the first half of 2027". 👇 Intel Confirms 14A Wafer Capacity Expansion Only Follows Customer Commitments https://t.co/aqdSrfNivI https://t.co/e2Ih4zlZjM Intel Confirms 14A Wafer Capacity Expansion Only Follows Customer Commitments https://t.co/aqdSrfNivI https://t.co/e2Ih4zlZjM"
X Link 2026-01-23T09:32Z [---] followers, [---] engagements
"Beware #openAI $ORCL $AMD $NVDA $MSFT Weve said this for how long Oracle and OpenAI's AI data centers buildout needs $500 billion and Wall Street is starting to flinch Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence https://t.co/IVkaC5OZCB Weve said this for how long Oracle and OpenAI's AI data centers buildout needs $500 billion and Wall Street is starting to flinch Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence"
X Link 2026-01-24T12:41Z [---] followers, [---] engagements
"Is this the story behind what they told investors in their earnings Thursday and why $INTC has lost $46 billion in market cap on the last [--] hours #TheWallStreetJournal 👇 This is not an execution problem. Lip-Bu Tan's plan to revive Intel is working. This bump is just how the semiconductor business works. As I have said before never bet against Lip-Bu. #Intel #Semiconductor #Semiconductors #Semiconductormanufacturing https://t.co/YtAS1OyhvH This is not an execution problem. Lip-Bu Tan's plan to revive Intel is working. This bump is just how the semiconductor business works. As I have said"
X Link 2026-01-24T20:40Z [---] followers, [--] engagements
"#Samsung to Supply High-Performance #HBM4 to $NVDA First Next Month. $MU #SKHynix $BESI https://www.hankyung.com/article/2026012512541 Exclusive Samsung to Supply High-Performance HBM4 to Nvidia First Next Month Samsung Electronics will officially supply the next-generation high-bandwidth memory (HBM) HBM4 (6th generation) to major players in the artificial intelligence (AI) accelerator market such as https://www.hankyung.com/article/2026012512541 Exclusive Samsung to Supply High-Performance HBM4 to Nvidia First Next Month Samsung Electronics will officially supply the next-generation"
X Link 2026-01-25T11:05Z [---] followers, [---] engagements
"@BeuvingJordy And SK Hynix Thursday 😉"
X Link 2026-01-25T16:21Z [---] followers, [--] engagements
"#openAI $ORCL $MSFT $NVDA $AMD #SoftBank Signs of weakness Sources: SoftBank halts talks about a $50B acquisition of US data center operator Switch a setback to Masayoshi Son's goal to roll out Stargate infrastructure (Bloomberg) https://t.co/8MH7wDpnat https://t.co/Wx3cUqbvnP 📥 Send tips https://t.co/wlNZvXuhJs Sources: SoftBank halts talks about a $50B acquisition of US data center operator Switch a setback to Masayoshi Son's goal to roll out Stargate infrastructure (Bloomberg) https://t.co/8MH7wDpnat https://t.co/Wx3cUqbvnP 📥 Send tips https://t.co/wlNZvXuhJs"
X Link 2026-01-26T11:26Z [---] followers, [--] engagements
"Iran heeft de Iraanse Revolutionaire Garde De US heeft de Customs and Border Protection (CBP) en de ICE. Wat is eigenlijk het verschil https://fd.nl/politiek/1584447/zonder-masker-maar-met-officiersjas-leidt-greg-bovino-het-deportatiegeweld-in-minneapolis https://fd.nl/politiek/1584447/zonder-masker-maar-met-officiersjas-leidt-greg-bovino-het-deportatiegeweld-in-minneapolis"
X Link 2026-01-26T16:32Z [---] followers, [--] engagements
"@NicoInberg Fugro raised to Outperform at Oddo BHF PT [--] euro. Oddo BNF = ABNAMRO"
X Link 2026-01-27T08:51Z [---] followers, [---] engagements
"Time will tell. $SIFG @Sifholding_sa Citing 'structural errors' in the Dutch government's tender process and unfavorable market conditions Eneco decided to step out from the venture. https://t.co/DayQHC9nwZ Citing 'structural errors' in the Dutch government's tender process and unfavorable market conditions Eneco decided to step out from the venture. https://t.co/DayQHC9nwZ"
X Link 2024-03-28T10:20Z [---] followers, [--] engagements
"@ArendJanKamp niet te filmen: arcadis fugro imcd dsmfir. Drama's"
X Link 2025-11-03T15:50Z [---] followers, [---] engagements
"@BeuvingJordy Jordy the SK Hynix + Samsung results will be communicate tonight late correct Or am I missing something"
X Link 2026-01-28T08:24Z [---] followers, [--] engagements
"#Barclays Boosts $ASML Rating on Surge in Demand Amid Foundry Competition Barclays Boosts ASML Rating on Surge in Demand Amid Foundry Competition https://t.co/Y5fLHKxE1O Barclays Boosts ASML Rating on Surge in Demand Amid Foundry Competition https://t.co/Y5fLHKxE1O"
X Link 2026-01-29T15:34Z [---] followers, [--] engagements
"WSJ says: $NVDA Freezes $100B #OpenAI Deal: Megadeal Collapses $AMD $ORCL $MSFT $AMZN #semiconductor https://byteiota.com/nvidia-freezes-100b-openai-deal-megadeal-collapses/ https://byteiota.com/nvidia-freezes-100b-openai-deal-megadeal-collapses/"
X Link 2026-01-31T09:33Z [---] followers, [--] engagements
"$BESI $BESIY was the recipient of a large decline in short interest in December. As of December 31st there was short interest totalling [----] shares a decline of 37.5% from the December 15th total of [----] shares. https://www.marketbeat.com/instant-alerts/short-interest-in-be-semiconductor-industries-otcmktsbesiy-decreases-by-375-2025-01-15/#google_vignette https://www.marketbeat.com/instant-alerts/short-interest-in-be-semiconductor-industries-otcmktsbesiy-decreases-by-375-2025-01-15/#google_vignette"
X Link 2025-01-15T11:17Z [---] followers, [---] engagements
"$ALFEN rapporteert omzet [----] in lijn met bijgewerkte prognose en geeft ambitie voor de middellange termijn. #Alfen Alfen informa de que los ingresos de [----] estn en lnea con las previsiones actualizadas y ofrece ambicin a medio plazo https://t.co/Y15hLfVcXQ Alfen informa de que los ingresos de [----] estn en lnea con las previsiones actualizadas y ofrece ambicin a medio plazo https://t.co/Y15hLfVcXQ"
X Link 2025-02-12T18:13Z [---] followers, [---] engagements
"#alfen $ALFEN 🚨 Alfen: de hoop op een ommekeer werd vakkundig de kop ingedrukt. De supply zone hield stand de cijfers boden geen steun en de koers draait zuidwaarts richting de Weekly Demand Zone. 📉 Never buy in Supply Zeker niet zonder fundamentele rugwind. https://t.co/NTbfez79rn https://t.co/NNVZXaqFGr 🚨 Alfen: de hoop op een ommekeer werd vakkundig de kop ingedrukt. De supply zone hield stand de cijfers boden geen steun en de koers draait zuidwaarts richting de Weekly Demand Zone. 📉 Never buy in Supply Zeker niet zonder fundamentele rugwind. https://t.co/NTbfez79rn"
X Link 2025-05-13T19:40Z [---] followers, [---] engagements
"$KLIC +10% gains after reporting fiscal Q4 revenue $177.6M and providing Q1 revenue guidance $190M $10M. $BESI 👇 $KLIC +10% gains after reporting fiscal Q4 revenue $177.6M and providing Q1 revenue guidance $190M $10M https://t.co/ArORNsz8ZU $KLIC +10% gains after reporting fiscal Q4 revenue $177.6M and providing Q1 revenue guidance $190M $10M https://t.co/ArORNsz8ZU"
X Link 2025-11-19T22:04Z [---] followers, [---] engagements
"$AAPL $INTC $BESI $TSM 👇 Apple and Intel Rumored to Partner on Mac Chips Again in a New Way https://t.co/3h3K11zyZv https://t.co/UXzwp7rm2M Apple and Intel Rumored to Partner on Mac Chips Again in a New Way https://t.co/3h3K11zyZv https://t.co/UXzwp7rm2M"
X Link 2025-11-28T15:49Z [---] followers, [---] engagements
"@IEXnl $BESI rules @peterpaul_vries. 😅"
X Link 2025-12-22T09:12Z [---] followers, [---] engagements
"@BramVGenechten When you look at TSMC's capex . 🧐 #advancedpackaging"
X Link 2026-01-16T19:11Z [---] followers, [--] engagements
"#IMCD +35% @AlbertJellema"
X Link 2026-01-21T08:28Z [---] followers, [--] engagements
""But now as you look at the size of the market and the opportunity that's there it is now becoming part of what's called what I think is this core overall equipment market. $KLA $AMAT $ASML $ASM $BESI #advancedpackage #Semiconductors 👇 KLA's advanced packaging process control share went from 10% in [----] to 50% in [----]. $950M in [----] (+70% y/y). But growth will decelerate to mid-to-high teens % in '26. Lam probably had $1B+ AP revenue in [----] but issued 40% growth for '26. Overall AP WFE size was $11B in '25 https://t.co/CetQ4xj4l4 KLA's advanced packaging process control share went from 10%"
X Link 2026-01-31T16:16Z [---] followers, [---] engagements
"@NicoInberg Jantje Peters.Klopt"
X Link 2026-02-02T09:50Z [---] followers, [--] engagements
"@bpol69 @NicoInberg https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916481 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916481"
X Link 2026-02-02T16:50Z [---] followers, [--] engagements
"#germany #semiconductor #samsung $ASML $BESI $INTC 👇 State governments in #Germany are stepping up efforts to secure new semiconductor partners from South Korea after #Intel shelved plans to build fabs in Europe. https://t.co/Cpj0KeloVN State governments in #Germany are stepping up efforts to secure new semiconductor partners from South Korea after #Intel shelved plans to build fabs in Europe. https://t.co/Cpj0KeloVN"
X Link 2026-02-03T10:44Z [---] followers, [--] engagements
"$QCOM :/ Qualcomm stock plummeted after hours when Q2 revenue predictions came back short. https://t.co/KxFckBMyVr Qualcomm stock plummeted after hours when Q2 revenue predictions came back short. https://t.co/KxFckBMyVr"
X Link 2026-02-04T22:13Z [---] followers, [--] engagements
"$TSM $SMIC gain market from Samsung in 3Q24 foundry ranking. $INTC $ASML $ASM $BESI https://www.eenewseurope.com/en/tsmc-smic-gain-market-from-samsung-in-3q24-foundry-ranking/ https://www.eenewseurope.com/en/tsmc-smic-gain-market-from-samsung-in-3q24-foundry-ranking/"
X Link 2024-12-10T10:04Z [---] followers, [---] engagements
"$ASX Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million). #ASE $BESI #advancedpackaging ASE Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million) to add new advanced packaging capacity as currently full media report due to strong demand for AI and HPC (high performance computing) chip ASE Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million) to add new advanced packaging capacity"
X Link 2025-08-12T07:49Z [---] followers, [---] engagements
"Nice message to wake up and start the day. @SayonaMining $SYA $SYAXF Sayona Mining Limited (ASX:SYA) [----] Tonnes Saleable Lithium Concentrate Produced at NAL $SYA $DML $SYAXF @SayonaMining https://t.co/hiQPkBGZRH https://t.co/v2seuWHo5O Sayona Mining Limited (ASX:SYA) [----] Tonnes Saleable Lithium Concentrate Produced at NAL $SYA $DML $SYAXF @SayonaMining https://t.co/hiQPkBGZRH https://t.co/v2seuWHo5O"
X Link 2023-03-16T07:29Z [---] followers, [----] engagements
"#hydrogen #powercell $PCELL PowerCell lands SEK 165m deal for hydrogen fuel cells on Italian cruise ships. https://t.co/UiB3x1L9HY #hydrogennow #hydrogennews #h2view #hydrogen PowerCell lands SEK 165m deal for hydrogen fuel cells on Italian cruise ships. https://t.co/UiB3x1L9HY #hydrogennow #hydrogennews #h2view #hydrogen"
X Link 2024-09-25T08:54Z [---] followers, [--] engagements
"$AEG #aegon Important for interest rates to demonstrate a stable pattern says Aegon CEO https://cnb.cx/3Z6qDrR https://cnb.cx/3Z6qDrR"
X Link 2024-11-15T10:27Z [---] followers, [--] engagements
"@ChipsSaas @Jukanlosreve iM Securities a member of DGB Financial Group is an investment banking firm providing differentiated financial services to satisfy our customers"
X Link 2025-03-06T14:14Z [---] followers, [--] engagements
"#vopak $VPK Oman will look to export liquid hydrogen from its Port of Duqm to the Port of Amsterdam for use in the Netherlands and Germany. https://t.co/gTFtHLEdjE #hydrogen #HydrogenNow #H2View Oman will look to export liquid hydrogen from its Port of Duqm to the Port of Amsterdam for use in the Netherlands and Germany. https://t.co/gTFtHLEdjE #hydrogen #HydrogenNow #H2View"
X Link 2025-04-16T10:23Z [---] followers, [---] engagements
"$AMAT $BESI #hybridbonding https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-unveils-next-gen-chipmaking-products https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-unveils-next-gen-chipmaking-products"
X Link 2025-10-07T13:03Z [---] followers, [---] engagements
"@bpol69 @BeuvingJordy Nice for $MU and nice for $BESI"
X Link 2025-10-29T10:05Z [---] followers, [--] engagements
"$BESI #hybridbonding $AMAT $MU #samsung $TSM $NVDA $AVGO #semiconductor #advancedpackaging CEO Talk with Richard Blickman. Must see Nieuwe CEO Talk met #Besi CEO Richard Blickman. De langstzittende CEO van Nederland en als je kijkt naar groei winstmarges etc ook n van de beste CEO's van Nederland en omstreken. Hier te bekijken: https://t.co/6ox5OLzCA2 https://t.co/4XcuaKGoDN Nieuwe CEO Talk met #Besi CEO Richard Blickman. De langstzittende CEO van Nederland en als je kijkt naar groei winstmarges etc ook n van de beste CEO's van Nederland en omstreken. Hier te bekijken: https://t.co/6ox5OLzCA2"
X Link 2025-10-29T11:51Z [---] followers, [---] engagements
"$AMAT visualizes one of the most underappreciated truths in the semiconductor world packaging is becoming exponentially more complex. $BESI #advancedpackaging #AI 👇 Packaging Complexity in the AI Era Applied Materials visualizes one of the most underappreciated truths in the semiconductor world packaging is becoming exponentially more complex. From the 2000s server processors to 2020s AI GPUs and toward future System-in-Package (SiP) https://t.co/txZbEBEoxg Packaging Complexity in the AI Era Applied Materials visualizes one of the most underappreciated truths in the semiconductor world"
X Link 2025-10-31T08:56Z [---] followers, [---] engagements
"@Jukanlosreve Discussion was also 'hot' a few months ago. Still curious what this means for $BESI Because #samsung is choosing for #SEMES"
X Link 2025-11-04T09:57Z [---] followers, [---] engagements
"" $TSMC at PIC Summit Europe Bringing Silicon Photonics to the AI Era" Everything they mention says $BESI. 🔴TSMC at PIC Summit Europe Bringing Silicon Photonics to the AI Era At todays PIC Summit Europe [----] in Eindhoven TSMC highlighted how its advanced logic and 3DFabric technologies are driving the AI revolution from data centers to edge devices. Key messages from the https://t.co/VMcPzOjuE1 🔴TSMC at PIC Summit Europe Bringing Silicon Photonics to the AI Era At todays PIC Summit Europe [----] in Eindhoven TSMC highlighted how its advanced logic and 3DFabric technologies are driving the AI"
X Link 2025-11-04T10:29Z [---] followers, [---] engagements
"@mzuhair123 Extra possibilities for $BESI equipment/tools"
X Link 2025-11-10T15:23Z [---] followers, [---] engagements
"@BeuvingJordy Yes I was also thinking (and researching) about $BESI but not sure. So there could be a link #Singapore"
X Link 2025-11-18T17:24Z [---] followers, [--] engagements
"BofA Securities maintains buy rating for BE Semiconductor $BESI https://nl.investing.com/news/analyst-ratings/bofa-securities-handhaaft-koopadvies-voor-be-semiconductor-93CH-656711 https://nl.investing.com/news/analyst-ratings/bofa-securities-handhaaft-koopadvies-voor-be-semiconductor-93CH-656711"
X Link 2025-11-26T12:38Z [---] followers, [---] engagements
"$AAPL $INTC $BESI 👇 Intel expected to begin shipping Apples lowest-end M processor as early as [----] There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple but visibility around this had remained low. My latest industry surveys however indicate that Intel expected to begin shipping Apples lowest-end M processor as early as [----] There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple but visibility around this had remained low. My latest industry surveys however indicate that"
X Link 2025-11-28T15:11Z [---] followers, [---] engagements
"#rapidus $ASML $BESI #japan #Semiconductors 👇 Japan's top [--] banks poised to loan up to $13bn to chipmaker Rapidus https://t.co/gE7e6YA3o0 @NikkeiAsia Japan's top [--] banks poised to loan up to $13bn to chipmaker Rapidus https://t.co/gE7e6YA3o0 @NikkeiAsia"
X Link 2025-12-13T13:11Z [---] followers, [---] engagements
"#HBM $MU $BESI #samsung #skhynix 👇 $MU ON BEING SOLD OUT IN HBM: When we say sold out for HBM for [----] we have reached agreements on volume and price with our customers. If there are upsides to supply we can very quickly place that upside at good terms. But the demand on us is so much higher than the supply https://t.co/D9Z3Fb3Bza $MU ON BEING SOLD OUT IN HBM: When we say sold out for HBM for [----] we have reached agreements on volume and price with our customers. If there are upsides to supply we can very quickly place that upside at good terms. But the demand on us is so much higher than"
X Link 2025-12-18T06:32Z [---] followers, [---] engagements
"$BESI #hybridbonding Uiteraard zit #Besi er bij zouden we bijna zeggen Wat heeft #StockWatch tech-analist @PaulWeeteling nog meer in de aanbieding voor volgend jaar https://t.co/jndsYvC5NU Uiteraard zit #Besi er bij zouden we bijna zeggen Wat heeft #StockWatch tech-analist @PaulWeeteling nog meer in de aanbieding voor volgend jaar https://t.co/jndsYvC5NU"
X Link 2025-12-28T13:23Z [---] followers, [---] engagements
"@BramVGenechten Normally do 'buyback' not directly have impact on stock prices. We need to take it for a longer period. And when they got canceled you would expect a stock move (if other forces don't play and overrule) because the number of shares in circulation then are decreasing. Good luck"
X Link 2026-01-04T22:07Z [---] followers, [--] engagements
"#samsung #hybridbonding $BESI #skhynix 👇 Samsung Electronics Reduces Reliance on CMP for HBM4E Hybrid Bonding Samsung Electronics is accelerating the adoption of hybrid bonding processes for next-generation high-bandwidth memory (HBM) production. In this context it has been reported that the company is considering the https://t.co/Ab2lIJHPoK Samsung Electronics Reduces Reliance on CMP for HBM4E Hybrid Bonding Samsung Electronics is accelerating the adoption of hybrid bonding processes for next-generation high-bandwidth memory (HBM) production. In this context it has been reported that the"
X Link 2026-01-07T07:06Z [---] followers, [---] engagements
"@ArendJanKamp #heineken Constellation Brands New US dietary guidelines include changes to alcohol guidance"
X Link 2026-01-08T16:00Z [---] followers, [---] engagements
"$BESI KEPLER CHEUVREUX CUTS TO HOLD FROM BUY Verhip [--] Jan [----] 08:36:39 - BESI https://t.co/ne8k6MkOXr: KEPLER CHEUVREUX CUTS TO HOLD FROM BUY; CUTS TARGET PRICE TO EUR [---] FROM EUR [---] Verhip [--] Jan [----] 08:36:39 - BESI https://t.co/ne8k6MkOXr: KEPLER CHEUVREUX CUTS TO HOLD FROM BUY; CUTS TARGET PRICE TO EUR [---] FROM EUR 160"
X Link 2026-01-09T07:49Z [---] followers, [--] engagements
"@BeuvingJordy and $BESI 😀"
X Link 2026-01-12T10:17Z [---] followers, [--] engagements
"Also $BESI related 👇 ASE subsidiary SPIL showed off its biggest advanced semiconductor packaging plant project over the weekend an NT$100 billion (US$3.2 billion) 5-plant campus in Changhwa central Taiwan media report noting all [--] plants are expected to be fully operational in [----]. Two plants ASE subsidiary SPIL showed off its biggest advanced semiconductor packaging plant project over the weekend an NT$100 billion (US$3.2 billion) 5-plant campus in Changhwa central Taiwan media report noting all [--] plants are expected to be fully operational in [----]. Two plants"
X Link 2026-01-12T10:21Z [---] followers, [---] engagements
"$BESI meldt [---] miljoen aan orders in Q4. Besi meldt [---] miljoen aan orders in Q4. https://t.co/acHv7SPWr0 Besi meldt [---] miljoen aan orders in Q4. https://t.co/acHv7SPWr0"
X Link 2026-01-12T12:20Z [---] followers, [---] engagements
"$BESI Bloomberg + [--] advices $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts $BESI (Bloomberg) -- (Updates with shareprice moves and analyst comments.) BE Semiconductor shares rally as much as 8.2% after the chip equipment company reported preliminary orders of about 250m beating analyst estimates amid a rapid rollout in AI data centers. Analysts"
X Link 2026-01-12T12:50Z [---] followers, [--] engagements
"$BESI https://t.co/tVAbA2c6eM https://t.co/tVAbA2c6eM"
X Link 2026-01-13T06:52Z [---] followers, [--] engagements
"@BeuvingJordy @bpol69 $BESI ING verhoogt koersdoel Besi ING heeft de aandelen van Besi dinsdag opnieuw positief beoordeeld. De analisten van ING herhaalden het advies kopen voor de aandelen van Besi. Het koersdoel werd verhoogd van [-----] naar [-----] EUR. trivano"
X Link 2026-01-13T06:58Z [---] followers, [----] engagements
"$BESI https://t.co/nUOO4i7w5h https://t.co/nUOO4i7w5h"
X Link 2026-01-13T07:25Z [---] followers, [---] engagements
"Confirmation #Samsung is building a #hybridbonding linewidely regarded as the ultimate technology in advanced packagingat its semiconductor plant in Pyeongtaek Gyeonggi Province. $BESI #SKhynix $MU $TSM 👇 Explosive Expectations for "AI Game Changer". Samsung Bets Big on Hybrid Bonding Samsung Electronics is building a hybrid bonding linewidely regarded as the ultimate technology in advanced packagingat its semiconductor plant in Pyeongtaek Gyeonggi Province. Hybrid bonding Explosive Expectations for "AI Game Changer". Samsung Bets Big on Hybrid Bonding Samsung Electronics is building a"
X Link 2026-01-18T10:20Z [---] followers, [---] engagements
"@BeuvingJordy China right. Could this also mean a rebound for $ASML and $BESI"
X Link 2026-01-19T10:27Z [---] followers, [---] engagements
"#Samsung TC Bonder diversification 'eye-catching'. Discussion with $ASMPT Kang Hae-ryeong's Tech and the City. $BESI 👇 Samsung Eyes Diversification of TC Bonder Supply Chain In Discussions with ASMPT Samsung Electronics has begun efforts to diversify its supply chain for thermo-compression (TC) bonders used in high-bandwidth memory (HBM) and 3D packaging. Attention is now focused on whether https://t.co/G6x6v25g1T Samsung Eyes Diversification of TC Bonder Supply Chain In Discussions with ASMPT Samsung Electronics has begun efforts to diversify its supply chain for thermo-compression (TC)"
X Link 2026-01-21T07:23Z [---] followers, [---] engagements
"@BeuvingJordy @NicoInberg Richard was de perfecte CEO geweest voor $INTC "Hoe om te gaan met downs en ups". $BESI"
X Link 2026-01-25T13:17Z [---] followers, [---] engagements
"@BeuvingJordy $BESI #hybridbonding #HBM4E #samsung https://biz.chosun.com/en/en-it/2026/01/29/K7A5VU5DMJC5DCSRFI4JMDS264/ https://biz.chosun.com/en/en-it/2026/01/29/K7A5VU5DMJC5DCSRFI4JMDS264/"
X Link 2026-01-29T08:43Z [---] followers, [---] engagements
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