Analyst
BNP Paribas
Equibles does not estimate personal net worth.
Martin Jungfleisch is recorded as Analyst at BNP Paribas. Martin Jungfleisch has spoken on 3 earnings calls across 3 companies, most recently for BE Semiconductor Industries N.V. on October 22, 2026. Those appearances were for BE Semiconductor Industries N.V., AIXTRON SE and Logitech International S.A. (LOGI). The companies whose calls Martin Jungfleisch spoke on are classified in the Technology sector.
“In the press release this morning, you mentioned that you would expect the order momentum to continue into Q4. Is this primarily driven by the OSAT demand for 2.5C and photonics?”
“I think the implied gross margin for the second half is around 46 percent. What is your view on phasing here? Should we expect more like 44, 45 percent gross margin in the third quarter, maybe up to 47 percent in the in the fourth quarter?”
“And just a follow-up on the Middle East, I think you mentioned, or you expected 150 bips in the quarter, I think you said you have 400 bips now in Europe, which I think is probably equivalent to the 150 for the group.”
BNP Paribas
Analyst
Transcript header (unverified)
BE Semiconductor Industries N.V.
Semiconductor Equipment & Materials · Technology
AIXTRON SE
Semiconductor Equipment & Materials · Technology
Audio webcast Q3-2026, 22 October 2026
BE Semiconductor Industries N.V.
Publication Half-Year Group Financial Report H1/2026
AIXTRON SE
