AI Chip Concept Stocks Watch丨ASMPT (00522.HK) Fluctuates Up Nearly 4%, Zhipu Evaluates Possibility of Self‑Developed Custom Chips

NewTimeSpace (newtimespace.com) reported that on July 9, 2026, the chip concept theme strengthened, with ASMPT(00522.HK) fluctuating higher. As of 13:30, the stock was quoted at HKD 192.000, up 3.73%.

On the news front, Zhipu, against the backdrop of surging demand for its GLM series AI models, is evaluating the possibility of developing custom chips in‑house. For large AI model developers, owning self‑developed chips enables collaborative optimization of AI software and hardware, improves computing power utilization efficiency, and reduces reliance on external chip suppliers.

According to a research report from Guoxin Securities, affected by capacity crowding from AI components and intensified production cuts by major manufacturers, TrendForce expects the price hike effect for mature process wafer foundry to extend into 2027. Companies such as Xinlian Integrated and Star Semiconductor have also successively issued price increase notices. The firm recommends focusing on wafer foundries and power device manufacturers. As the analog chip industry is in an upcycle and benefiting from AI power supply demand, it also recommends leading analog chip companies with advanced positioning in the high‑end AI sector.

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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