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Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.

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https://youtu.be/EpJtJNsQPug

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Timestamps:

(00:00) Spotlight on BE Semiconductor

(02:29) Understanding the Semiconductor Industry

(03:22)The Fab Five and Market Dominance

(05:10) Advanced Packaging: The Future of Semiconductors

(06:57) BESI's Investor Day Highlights

(15:29) Financial Projections and Market Position

(19:30) Conclusion and Final Thoughts

Nick and Kasey own shares of Applied Materials

Episode 315: The Next Big Thing In Semiconductor Manufacturing -- According to A Top Dog In the Netherlands

Chip Stock Investor Podcast