$BESI.AS is increasingly being repriced as an AI packaging platform rather than a traditional assembly equipment company. @LinQingV highlights that BESI raised its long-term revenue and margin targets as hybrid bonding, photonics packaging and 2.5D architectures move from roadmap discussions into customer orders.

simdiden ozledim deniz yildizim ucu besi bilmem ben

Şanlıurfa Besi Organize Sanayi Bölgesi Başkanlığına seçilen Hasan Karataş ve yönetimini tebrik eder, yeni görev dönemlerinde başarılar dilerim. @hsnkaratas1907

“My son has leukemia. I need one night,” I begged my parents. Just one night to watch my younger kids while I stayed beside his hospital bed. Mom said they already had dinner plans. My ex-husband laughed and said, “You’ll figure it out.” So I did. I figured out the hospital. I figured out the funeral. I figured out how to keep breathing.

Hanya karena salah paham, pria di Depok nekat aniaya driver ojol pakai palu besi usai menuduhnya mencuri HP tanpa bukti. Polsek Bojongsari kini telah mengamankan pelaku dan barang bukti. Ingat, Indonesia negara hukum, serahkan kasus ke aparat! 🚨 #ojol

Moom Nim méloon ci Sunna si Sudoon dugub mooy suuna si Doonu ci tin mbaa ag besi Daa mélni gob bi la yoroon Sëriñ Abdou Qadr Mbakke❤️ Yalna Yallah yokku ay leeram te tass ñu ci barkeem❤️🙏🏾

dokusu #afyonescOrt 💞 homurtu girdirme sıvışıklık #afyonbayAn @乂esCort乂 dakikasına #afyOn besi x.com/i/lists/20677320646700…

lah aku pikir pke besi medan bun bukan ya?

mohon maaf kak, barangkali kadar hb nya rendah? kalo itu penyebabnya mungkin bisa ditingkatkan dengan mam banyak daging merah atau yg mengandung zat besi kayak bayam gitu

GA ADA ALASAN GA MINUM TTD.. versi (gummy) kaya permen, no mual no bau besi🙏🏻🙏🏻

There would be an outrage if there was a ceremony or anything like that. To see Iran's President signature right beside the murderer of our leader's is painful enough as it is..

Me la suda si quieres hijos o no, pero los espacios públicos son de todos, si te molestan los niños, no vayas, un besi

2026-06-18 半导体供应链瓶颈每日观察 核心判断：今天没有改变半导体供应链瓶颈大排序的强证据，但 AMKR/美国本土先进封装在社区里升温，值得进入明日验证清单；强证据层仍由 HBM、CoWoS/SoIC/先进封装设备和 InP epiwafer 线索支撑。 1. 今日最重要强证据仍不是新公告，而是对已有硬证据的延续复核。TSMC 月营收继续支持 AI 先进制程和先进封装景气，但还不能直接拆成 CoWoS/SoIC 产能新增；IQE/Tower 多年 InP epiwafer 协议仍是本周 CPO/硅光上游材料最强官方信号；NVIDIA Vera Rubin 与 Spectrum-X Ethernet Photonics 继续支持硅光方向；Micron HBM4 和 ASMPT C2W TCB repeat order 分别支撑 HBM 与先进封装设备层。 2. 对瓶颈层级排序的影响：大排序不变。第一梯队仍是 HBM/先进 DRAM、CoWoS/SoIC/2.5D/3D 先进封装、先进封装设备；CPO/硅光/光纤保持第二梯队上沿；InP epiwafer / InP laser / 硅光上游材料维持上调后的高跟踪优先级；glass substrate、panel-level packaging、CoPoS 和高端基板材料仍是中长期线索，暂不提前当成 2026 业绩弹性。 3. 标的跟踪权重变化：TSMC、HBM 三家、ASMPT/BESI/DISCO/测试设备这条主线不下调。IQE、Tower、Coherent、Lumentum、GF、Broadcom/Marvell 光链继续加权，但等待金额、volume、客户和产能数据。AMKR 小幅上调到验证清单，原因是社区重新把它看作美国 advanced packaging/test 基础设施资产，而不仅是传统 OSAT；但目前只有 Arizona campus 和与 TSMC 合作叙事，缺客户、订单、产能爬坡、收入拆分和经济性。 4. 社区观点是否改变判断：只改变细分跟踪优先级，不改变一级排序。AMKR 是今天最值得跟的新社区线索，但证据强度仍是 Weak/Medium；Nokia advanced packaging 仍未被官方材料确认，不能升级；SOCAMM vs HBM4 的分歧继续作为反方验证问题，不能把 CPU-side LPDDR5X/SOCAMM 配置变化直接读成 GPU-side HBM4 需求逆转。 5. 下一步验证信号：第一，查 AMKR Arizona 与 TSMC/客户的真实绑定、产能时间表、capex、先进封装收入和现金流回报。第二，继续拆 IQE/Tower 协议的最低采购、volume、定价、Tower 客户、IQE 产能和毛利。第三，等 TSMC 6 月营收和 Q2 法说会，看 CoWoS/SoIC/3DFabric 是否有更清晰拆分。第四，验证 Micron/SK hynix/Samsung 的 HBM4 份额、良率、ASP、capacity sold-out 和客户长约。第五，继续查 glass substrate/CoPoS 的量产时间、良率、成本和 2026 订单弹性。

📦 Heute verlassen wieder zwei besondere Gläser mein Haus. Jeweils 80 ml, persönlich befüllt und exklusiv für ihre neuen Besitzer bestimmt.

"kak spill dong asupan gizi adeknya apa kobisa setinggi itu" ok aku spill ya, dd lui dulu mpasinya bubur tim pake topping serpihan menara eiffel (kaya akan zat besi)