Top Tweets for #ASMPT
➡️ $ASMI indirect steun Azië: Citi verhoogt doel #ASMPT van HK$180 naar HK$250 met Buy
https://t.co/TZojMGhHJM
📞 Beleggers Journaal: $SIFG onderuit - Chips $ASMI #ASMPT en de rest van de markt - Chart Ahold $AD
https://t.co/kh9OxUJOKU
Hybrid bonding is currently deployed in CMOS image sensors, 3D NAND, and emerging high-end logic chips. AMD was the first to implement D2W hybrid bonding in commercial products. Leading equipment suppliers include:
#Besi
#TEL
#AMAT
#shibaura
#EVG
#SUSS
#ASMPT
#Set
These companies are aggressively developing hybrid bonding tools and ecosystems to support growing demand.
https://t.co/HshTECHJOb
Samsung and Hanwha are advancing hybrid bonding as packaging is critical to advanced AI chips.
#SamsungElectronics #AMD #Nvidia #Sony #HanwhaSemitech #ProdriveTechnologies #Semes #AppliedMaterials #Besi #ASMPT #HanmiSemiconductor #TokyoElectron #EVGroup
https://t.co/ku29zwZdB2
👀 #ASMPT rethinks its SMT business, with a spin-off possible. Does this signal a bigger push into advanced packaging and HBM TC bonders? 💡More: https://t.co/piepIXwiBa 🔗
Beginning of a new era: ASMPT takes off
Read more 👉 https://t.co/YL4UuboA5B
#ElectronicSpecifier #Engineering #Tech #ASMPT #Semiconductors
Singapore-headquartered semiconductor and electronics manufacturer #ASMPT announced today that it will close its advanced semiconductor equipment plant in Shenzhen’s Bao’an District as part of a strategic optimization of its manufacturing operations in China.
https://t.co/knrfLscJOH
Another chip giant shrinks its production in China? #ASMPT is closing its factory in Shenzhen, affecting nearly 1,000 employees. The closure is said to cost 360 million Chinese yuan in advance, but will save about 115 million Chinese yuan a year. https://t.co/I3HWNOLvi8
🚨 Another chip giant cuts back in China? #ASMPT is closing its Shenzhen plant, affecting nearly 1,000 employees. The shutdown will reportedly cost RMB 360M upfront but save around RMB 115M each year. 💡More: https://t.co/W2M8FNoYz2 🔗
Similar to #ASMPT yesterday: "In addition, there are early signs of a recovery in our mainstream assembly markets principally related to increased demand by Asian subcontractors for high-end mobile applications and high-performance computing applications for consumer markets."
#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain.
More like $BESI; less like $KLIC. May be time for it to re-rate
https://t.co/AHvUhRlhjg
#ASMPT ($0522.HK) Advanced Packaging revenue has reached ~40% of total group revenue.
It has doubled over the last 2 years; and likely will continue to rise.
#ASMPT ($0522.HK) Advanced Packaging revenue has reached ~40% of total group revenue.
It has doubled over the last 2 years; and likely will continue to rise.
Fantastic report and call from #ASMPT ($0522.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, $KLIC, #Shibaura($6590.T), $KLAC, $AMAT, $TEL, $LCRX
Fantastic report and call from #ASMPT ($0522.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, $KLIC, #Shibaura($6590.T), $KLAC, $AMAT, $TEL, $LCRX
#ASMPT doesn't offer many technical, or non-financial, slides in their quarterly presentation. But there has been one consistent slide (below) each quarter detailing their machines for as long as I can remember.
This slide disappeared in today's Q1 '25 Presentation.
Recently, they had been using this slide to detail and describe their Advanced Packaging wins and progress.
Not sure why they removed it now...
BIG STORY in the world of #HBM
$MU is serious about competing in #HBM; orders 50 TCB machines from #Hanmi.
Under the hood, there are some important sub-plots in this story:
$MU TCB machines cost 30-40% more than machines sold to #SKHynix. This is the result of Micron using NCF packaging process, while Hynix is using their patented MR-MUF process. This may indicate that Hynix will still lead in terms of HBM perfomance.
Hanmi recalled dozens of its customer service engineers stationed at SK Hynix production lines in protest of Hynix adding Hanwha as second TCB supplier.
SK Hynix’s procurement team has visited Hanmi Semiconductor’s headquarters to implore them to change course. SK Hynix is concerned that a conflict with Hanmi Semiconductor could lead to problems in repairing and maintaining the equipment, which could lead to its HBM productivity being negatively impacted
The rapid growth of the HBM market has increased the negotiation powers of equipment makers and caused a power shift in the relationship between the customer and equipment supplier.
출처 : THE ELEC, Korea Electronics Industry Media(https://t.co/Ln9yGpaDXq)
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