ASMPT's stock price soared 14.95% during the intraday session on Tuesday, leading a broad rally among semiconductor stocks in Hong Kong.

The surge is primarily attributed to Huawei's recent announcement of the "Tau (τ) Law," which has shifted industry focus from geometric scaling to prioritizing logic compression and time efficiency. This principle is seen as opening a "second curve" beyond Moore's Law and diversifying the global semiconductor development roadmap.

Furthermore, China's top economic planner recently guided domestic large AI models to intensify their adaptation to domestic computing power chips. Analysts view this as elevating the coordinated development between domestic AI models and computing chips to a clear policy level, creating accelerated development opportunities for the semiconductor industry on a new technological path.