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港股异动 | ASMPT(00522)涨近4% SK海力扩大对先进芯片封装投入 公司TCB及HB客户拓展顺利

Changes in Hong Kong stocks | ASMPT (00522) rose nearly 4% SK Haili expands investment in advanced chip packaging, and the company's TCB and HB customers expand smoothly

Zhitong Finance ·  Mar 7 01:04

ASMPT (00522) rose nearly 4%. As of press release, it was up 3.04% to HK$96.65, with a turnover of HK$86,054 million.

The Zhitong Finance App learned that ASMPT (00522) rose nearly 4%. As of press release, it had risen 3.04% to HK$96.65, with a turnover of HK$86,054 million.

According to media reports, SK Hynix is increasing its investment in advanced chip packaging, hoping to seize the opportunities brought by the growing market demand for high-bandwidth memory (HBM). Lee Kang-woo, head of packaging development at SK Hynix, said that the company is investing more than 1 billion US dollars in South Korea to optimize the chip packaging process and expand chip packaging production capacity.

According to Open Source Securities, benefiting from the logical requirements required for artificial intelligence, the company received a TCB order for C2S from a leading foundry in 2023Q3 and 2023Q4, and will continue to cooperate in the C2W process; in the future, the company will also cooperate with high-broadband memory customers to obtain TCB orders. The company will deliver two HB orders in 2024H2 and is expected to receive more orders. We expect the company's advanced packaging business to maintain high growth.

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