CTASMPT@EC2608A

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ASM Issues New Shares to Chair, Confirms Regulatory Compliance

Tip Ranks

GF Fund CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

First Trust Nasdaq Food & Semicon

ASMPT

Harvest SSE STAR Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ASML Holding NV

Harvest CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

ASM Issues New Shares to Chair, Confirms Regulatory Compliance

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Hong Kong's chip stocks rebounded significantly, with Montage Technologyand GigaDevice Semiconductorboth surging over 3%. Other companies, including Hua Hong Semiconductor, ASM Pacific Technology, and Semiconductor Manufacturing International Corporation, also experienced upward movements.

CoinLive

GIGADEVICE

HUA HONG SEMI

SMIC

Hong Kong Chip Stocks Rebound with Notable Gains

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Reuters

HKEX

BlackRock

Blackrock Inc's Long Position In ASMPT Decreases To 4.99% On Mar 9 From 5.34%, HKEX Shows

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Morgan Stanley released a report stating that China has made progress in alleviating equipment and wafer foundry bottlenecks over the past year, and it is expected to meet core sovereign demands around 2028. Policy support will accelerate early development, but long-term value depends on commercial competitiveness. Chinese AI GPU suppliers need to demonstrate economic benefits to sustain growth. The report predicts that by 2030, the market size of China's AI chip market will reach $67 billion, with a self-sufficiency rate of 76%. The report is optimistic about companies such as SMIC, NAURA, and ASMPT

AASTOCKS

ChinaAMC Guozheng Semiconductor Chip ETF

China Merchants CSI Semiconductor Industry ETF

Guotai CSI All Share Integrated Circuit ETF

NAURA

Morgan Stanley: China's wafer foundry capacity and chip supply will meet core sovereign demand around 2028

The demand for AI chips has surged, and ASMPT is concentrating resources on semiconductor backend processes. Last year, it earned HKD 1.08 billion, with TCB equipment revenue increasing by 146%. The company expects revenue to reach HKD 13.74 billion by 2025, with new orders amounting to HKD 14.48 billion, indicating a rebound in market demand. Revenue from advanced packaging business grew by 30.2%, and the TCB market is expected to be around USD 760 million in 2025, expanding to approximately USD 1.6 billion by 2028, with a compound annual growth rate of about 30%

BambooWorks

AI chip demand explodes, ASMPT races in advanced packaging competition

In a report released yesterday, from Huatai Securities maintained a Buy rating on ASMPT Ltd, with a price target of HK$146.00.Claim 70% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential In a report released on March 6, DBS also maintained a Buy rating on the stock with a HK$130.00 price target.

Huatai Securities Sticks to Their Buy Rating for ASMPT Ltd (ASMVF)

UOB Kay Hian analyst maintained a Buy rating on ASMPT Ltd yesterday and set a price target of HK$142.60.Claim 70% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential In a report released today, DBS also maintained a Buy rating on the stock with a HK$130.00 price target.

UOB Kay Hian Remains a Buy on ASMPT Ltd (ASMVF)

Morgan Stanley raised the target price for ASMPT by 8% to HKD 130, expecting strong order volume to support revenue growth. Management anticipates that new orders in the semiconductor and surface assembly technology business will grow by 20% quarter-on-quarter and 40% year-on-year in the first quarter of this year. Although the high order volume is partly due to extended material delivery times, customer demand remains strong. The firm reiterated its "Overweight" rating while lowering the earnings per share forecast for 2026 and 2027 due to weak demand in the automotive and industrial markets

Morgan Stanley raises ASMPT's target price to 130 yuan, expects strong order volume to support revenue growth

Bank of America Securities raised the target price for ASMPT to 160 yuan and reiterated a "Buy" rating. The report pointed out that ASMPT's management provided an optimistic outlook during the Q4 2025 earnings conference call, expecting growth in thermal compression bonding equipment, with a target market share of 35% to 40%. Analysis shows that thermal compression bonding is expected to account for 50% of semiconductor solution sales by 2028

"Big Banks" Bank of America Securities raises ASMPT target price to 160 yuan, reiterates "Buy"

Bank of China International released a research report, pointing out that ASMPT's performance in the fourth quarter of 2025 exceeded expectations, benefiting from AIDC demand and one-time gains from AAMI. The management's strong guidance for the first quarter of 2026 indicates that demand for artificial intelligence will continue until 2028. Bank of China International raised its profit forecast for ASMPT and increased the target price from 98 yuan to 133 yuan, maintaining a "Buy" rating

In "The Big Banks," China International Capital Corporation: ASMPT's quarterly results exceed expectations, target price raised to 133 yuan

ASMPT Limited reported its earnings for the year ending December 31, 2025, with sales of HKD 13,736.24 million, up from HKD 12,483.23 million the previous year. Net income rose to HKD 902.03 million from HKD 345.26 million. Basic earnings per share from continuing operations increased to HKD 2.61 from HKD 0.71, while diluted earnings per share also rose to HKD 2.60 from HKD 0.71. Basic earnings per share reached HKD 2.17 compared to HKD 0.83, and diluted earnings per share was HKD 2.16, up from HKD 0.83.

marketscreener

ASMPT Limited Reports Earnings Results for the Full Year Ended December 31, 2025

CTASMPT@EC2608A(26574.HK)

CTASMPT@EC2608A Stock Performance Chart

ASM Issues New Shares to Chair, Confirms Regulatory Compliance

Hong Kong Chip Stocks Rebound with Notable Gains

Blackrock Inc's Long Position In ASMPT Decreases To 4.99% On Mar 9 From 5.34%, HKEX Shows

Morgan Stanley: China's wafer foundry capacity and chip supply will meet core sovereign demand around 2028

AI chip demand explodes, ASMPT races in advanced packaging competition