Changes in Hong Kong stocks | ASMPT (00522) rose more than 5% in the afternoon, Huawei Taowei's Law chip moved from flat integration to three-dimensional integration

The Zhitong Finance App learned that ASMPT (00522) rose more than 5% in the afternoon. As of press release, it rose 5.17% to HK$166.8, with a turnover of HK$416 million.

According to the news, on September 4, the head of Huawei Semiconductors published the third Tao Law paper. Public data showed that Kirin 2026 transistor density increased from 155 million to 238 million per square millimeter, a jump of 55%. Under the same performance, compared to the previous generation, NPU power consumption decreased by 66%, GPU decreased by 58%, and CPU performance core decreased by 41%, disrupting the thermal question of the previous Tao Law. Guojin Securities believes that the Huaitao Law chip is moving from flat integration to three-dimensional integration, and the simultaneous increase in process steps, number of interconnections, and manufacturing complexity is positive for semiconductor devices.

Everbright Securities previously released a research report saying that strong demand for AI drives the company's orders in various fields such as TCB, CPO, and FC to continue to explode, and the 26Q2 performance exceeded market expectations, further verifying its leading global position in the AP field. The company's resources will further focus on back-end packaging and SMT core businesses, and the profit margin center is expected to continue to rise.