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"#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate"
X Link @ChipsandWafers 2025-07-23T10:24Z 4807 followers, 4879 engagements
"#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise"
X Link @ChipsandWafers 2025-07-23T07:11Z 4808 followers, 4801 engagements
"Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX"
X Link @ChipsandWafers 2025-07-23T06:14Z 4809 followers, 4562 engagements
"Here is a look into another company in #SemiconIndia2024 ASMPT - Company Background: ASM Pacific Technology Limited (ASMPT) is a leading global supplier of hardware and software solutions for the semiconductor and electronics industries. Established in Hong Kong in 1975 ASMPT has grown into a major player offering advanced solutions that cover the entire assembly and packaging process for semiconductor devices. Their portfolio includes equipment for chip assembly bonding and inspection catering to a wide range of industries from consumer electronics to automotive and industrial applications."
X Link @AryamanBharat 2024-09-12T04:07Z 12.6K followers, 3310 engagements