Changes in Hong Kong stocks | ASMPT (00522) rose more than 6% in early trading, the supply time of components doubled, and there was a serious shortage of chip equipment supply

The Zhitong Finance App learned that ASMPT (00522) rose more than 6% in early trading. As of press release, it rose 6.06% to HK$169.7, with a turnover of HK$372 million.

According to the news, according to reports, the delivery cycle for key components of semiconductor equipment in South Korea has doubled, causing the equipment industry to fall into a serious supply shortage. An executive of a company that produces deposition equipment said that in the past, parts needed for deposition equipment could be received within four months after ordering, but recently delivery times have been extended to 10 months. Another semiconductor laser processing equipment manufacturer said that if key components are purchased from Japan, the delivery period may be as long as 40 months.

Cathay Pacific Haitong Securities released a research report stating that the volume and upgrade of advanced package-driven bonding equipment is driven by HBM production expansion and GPU/ASIC demand in the short term. Hot press bonding equipment (TCB) is the most definitive equipment link; in the future, as HBM upgrades and demand for 3D Logic chips grows, hybrid bonding equipment (HB) is expected to continue to penetrate high-end scenarios. The bank pointed out that ASMPT has both advanced logic and HBM TCB requirements, and extends to Fluxless TCB and HB, and has strong short- and medium-term performance flexibility.