Fantastic report and call from #ASMPT ($ASMPT(522.HK)) with numerous industry implications:
Here are some of the key points:· Booking and Q3 revenue guide above expectations· China demand strong; EV and consumer· ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS· Seeing signs of mainstream demand recovery· Wire Bonder tool demand picking up; from AI and mainstream applications$BESI, $Kulicke and Soffa(KLIC.US), #Shibaura($6590.T), $KLA(KLAC.US), $Applied Materials(AMAT.US), $TE Connectivity(TEL.US), $LCRXSource: Chips & Wafers
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