Movement Alert|ASMPT Rises 3.4% in Regular Trading, Semiconductor Equipment Sector Supported by Applied Materials AI Equipment Lineup and Korean Investment Plan

Market Focus
07/03

On July 3, ASMPT rose 3.4% in regular trading, trading at 201.0 HKD/share with turnover of 636 million HKD, rebounding from the prior session's sharp 11.89% decline.

On the news front, Applied Materials publicly unveiled its 3D chip manufacturing equipment product line targeting AI semiconductors, focusing on high-bandwidth memory and chiplet applications, reinforcing demand visibility for the global equipment supply chain. Additionally, the Korean government's announcement of approximately 800 trillion KRW in semiconductor and AI industry investment — with Samsung Electronics and SK Hynix committing 81 trillion KRW to build an advanced packaging base for HBM expansion — continues to underpin positive sentiment for upstream equipment suppliers including ASMPT.

ASMPT's Q1 results showed new orders of 5.67 billion HKD, up 46% quarter-over-quarter, while revenue grew 32% year-over-year. The company's TCB equipment maintains a leading market position with approximately 35-40% global share, and demand is expected to accelerate as HBM production scales toward 16-layer and 20-layer architectures.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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