AI Chip Concept Stocks Watch | Semiconductor Export Demand Continues to Surge; ASMPT (00522.HK) Rises Nearly 9%

NewTimeSpace (newtimespace.com) News: On June 15, 2026, the semiconductor concept sector in the Hong Kong stock market continued to strengthen, with the share price of ASMPT (00522.HK) pulling up substantially. As of 1:44 PM, the company's share price was quoted at HK$199.300, up 8.97%.

On the news front, semiconductor export demand has continued to surge, with South Korea's semiconductor exports during the first 10 days of June skyrocketing to 205.8% year-on-year, while its import growth rate from China also rose to 57.4%. In addition, Semiconductor Equipment and Materials International (SEMI) released its latest Worldwide Semiconductor Equipment Market Statistics Report. Data shows that in the first quarter of 2026, global semiconductor equipment sales reached USD 36.55 billion, representing a quarter-on-quarter increase of 1% and a year-on-year increase of 14%, setting a historical high for a single quarter.

Ping An Securities stated that the record-breaking quarterly sales were driven by continuous AI-related investments, including capacity expansion and technological upgrades supporting advanced logic chips, DRAM, and advanced packaging. Prosperity in the global semiconductor industry remains high, and attention should be paid to opportunities related to the supply chain.

ASMPT (00522.HK)Engages in R&D and global sales of semiconductor assembly and packaging equipment, advanced packaging equipment, and surface mount technology. Its 2.5D/3D advanced packaging tools, such as thermo-compression bonding (TCB) machines, have been delivered to multiple leading OSATs, IDMs, and memory manufacturers worldwide for volume production of HBM and chiplet-based chips. The company has publicly disclosed multiple follow-on orders from AI-compute related customers.

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