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![ChipsandWafers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1852754491914715136.png) Chips & Wafers [@ChipsandWafers](/creator/twitter/ChipsandWafers) on x 3864 followers
Created: 2025-07-23 10:24:38 UTC

#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



![](https://pbs.twimg.com/media/GwiQEMZWcAEjTWm.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947966076534579279/c:line.svg)

**Related Topics**
[doubled](/topic/doubled)
[$besi](/topic/$besi)
[$0522hk](/topic/$0522hk)
[$klic](/topic/$klic)

[Post Link](https://x.com/ChipsandWafers/status/1947966076534579279)