Movement Alert|ASMPT Rises 3.3% in Regular Trading, Stock Extends Rebound After Securing Additional TCB Equipment Order from Global Leading IDM

Market Focus
06/11

On June 11, ASMPT rose 3.3% in regular trading, trading at 179.6 HKD/share, with trading volume of HKD 98.36 million. The stock extended its rebound following a significant new order announcement.

On the news front, ASMPT recently announced it has secured an additional order from a global leading integrated device manufacturer (IDM) for eight thermocompression bonding (TCB) systems to support chip-to-wafer (C2W) applications. These systems will be deployed for the production of advanced client and data center CPUs, driven by growing demand for chiplet-based architectures in the heterogeneous computing era.

Institutional research highlights that global memory giants are accelerating capacity expansion, with HBM module shortages remaining a core bottleneck in the AI supply chain. Under full production scenarios, global HBM production is estimated to require 532/648/748 new TCB equipment units from 2026 to 2028, positioning ASMPT as a key beneficiary. The stock had previously declined over 6% from early June following the completion of its ASMPT NEXX subsidiary divestiture to Applied Materials for USD 120 million, which narrowed the company's SEMI segment product portfolio.

(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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