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![ChipsandWafers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1852754491914715136.png) Chips & Wafers [@ChipsandWafers](/creator/twitter/ChipsandWafers) on x 3864 followers
Created: 2025-07-24 05:46:00 UTC

$BESI Q2 Results

▫️Q3 Revenue guidance -XX% below consensus at the midpoint
▫️ Q2 Orders down -XX% YoY and -XX% below consensus 
▫️ Positive outlook for HB orders in H2 seem to depend on HB adoption for HBM4
▫️Early signs of recovery in mainstream assembly market

![](https://pbs.twimg.com/media/GwmZ0vQXQAApMMz.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948258341139997015/c:line.svg)

**Related Topics**
[adoption](/topic/adoption)
[h2](/topic/h2)
[q2](/topic/q2)
[$besi](/topic/$besi)

[Post Link](https://x.com/ChipsandWafers/status/1948258341139997015)