Besi jumps as Applied Materials plans to raise stake
** Shares in BE Semiconductors Industries BESI.AS jump around 9% after US peer Applied Materials AMAT.O said it planned to raise its stake in the Dutch company to 20%
** "This move should reignite take-over fantasy, which is supportive to the share price," analysts at Degroof Petercam say in a note
** They add, however, that a potential takeover from Applied Materials would face hurdles from Chinese regulator, citing Beijing's recent record of blocking semiconductor-sector deals
** Applied Materials is Besi's largest shareholder since April 2025
** The company said it does not plan to raise its stake beyond 20%
** Up to the previous session's close, Besi's shares were up 9.4% YTD