Understanding the Market | ASMPT falls more than 7% in the afternoon, Nvidia's AI chip delivery delayed, SMT business under pressure dragging down first-half performance

ASMPT fell more than 7% in the afternoon, closing at HKD 72.9 with a turnover of HKD 160 million. The delivery of NVIDIA AI chips was delayed, and the SMT business was under pressure, dragging down the first-half performance. Zheshang Securities pointed out that the delay in B-series shipments may lead to an increase in H-card shipments, offsetting the negative impact. UBS believes that ASMPT has made breakthroughs in the TCB business and high-frequency wide memory field, while BOC International remains optimistic about the semiconductor business