ASMPT (00522) rose more than 6% in the afternoon. As of press release, it was up 6.13% to HK$10.7.3, with a turnover of HK$140 million.
The Zhitong Finance App learned that ASMPT (00522) rose more than 6% in the afternoon. As of press release, it had risen 6.13% to HK$107.3, with a turnover of HK$140 million.
Shen Wan Hongyuan pointed out that overall, it is expected that progress in domestic technology research and development will go hand in hand with the optimization of the international environment, and the pace of expansion of advanced production processes in domestic fabs is expected to accelerate. There is strong demand for advanced processes in AI chips and consumer electronics, and there is huge room for domestic fabs to expand production of advanced processes. The acquisition of core equipment and progress in fab manufacturing processes are the most critical factors affecting the speed of production expansion. The bank expects that the pace of expansion of advanced manufacturing processes in domestic fabs is expected to exceed market expectations in the next few years.
Guotai Junan released a research report saying that the AI+ digital economy has spawned demand for high computing power. ASMPT fully covers advanced packaging solutions and accelerates the iteration of TCB devices, which is expected to benefit deeply. The bank pointed out that the semiconductor advanced packaging industry picked up in the fourth quarter of '23, orders increased, and the company adjusted its product structure, which led to a month-on-month increase in gross margin in the fourth quarter. Demand for AI and the like continued to rise in 24 years, which is expected to drive further expansion of production lines such as CoWOS and drive an increase in demand for the company's equipment.