AI Chip Concept Stocks Watch | ASMPT (00522.HK) Fluctuates and Decreases; Institutions Point Out Domestic AI Chips Are Welcoming a Price Hike Window

NewTimeSpace (newtimespace.com) News: On June 22, 2026, the chip sector experienced a volatile trading trend. ASMPT (00522.HK) opened lower and fluctuated, with the company's share price quoted at HK$202.400, down 3.07% as of 13:25 PM.

On the news front, overseas institution Aletheia Capital released its latest industry research report, substantially raising price expectations for DRAM and HBM memory chips. The report explicitly stated that memory chips have become a core component of immense strategic value within the AI hardware architecture. It estimates that their proportion in the total Bill of Materials (BOM) cost of AI servers will climb from approximately 40% in 2025 to over 70% by 2027. The explosion of AI computing power brings continuous rigid demand coupled with a tight supply of high-end memory, further reinforcing the logic of simultaneous increases in both volume and price across the memory industry.

Huatai Securities pointed out that rising upstream costs combined with a supply-demand imbalance in localized computing power indicate that domestic AI chips are welcoming a price hike window. On the cost side, HBM already accounts for approximately 50% of the cost of AI chips, and procurement costs may rise by over another 50% in the second half of the year; on the demand side, token invocation volumes of domestic large models are rising rapidly, and a supply-demand gap for domestic AI chips will persistently exist from 2025 to 2027, thereby elevating the bargaining power of suppliers.

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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