AI Chip Concept Stocks Watch丨ASMPT (00522.HK) Fluctuates Down 0.54%, Samsung Foundry Production Start Brought Forward to 2029

NewTimeSpace (newtimespace.com) reported that on July 14, 2026, the chip theme fluctuated during the afternoon session, with ASMPT(00522.HK) showing choppy price action. As of 13:27, the stock was quoted at HKD 184.400, down 0.54%.

On the news front, market sources reported that Samsung Electronics is moving forward the production start date of the first semiconductor plant at its Yongin chip cluster to 2029, one to two years earlier than originally planned. TrendForce expects Q3 server DRAM contract prices to rise 13‑18% quarter‑on‑quarter, while memory cost as a percentage of BOM for models under USD 400 has nearly doubled.

Zhongyuan Securities stated that with large models and various applications working in tandem, the domestic computing power sector is facing a value‑revaluation opportunity. Alibaba's T‑Head Zhenwu AI chips reached delivery volumes of 560,000 units in April, and the new chip launched in May is fully capable of meeting large‑model training demands. Combined with the continuous iteration and upgrading of domestic large models such as DeepSeek and Zhipu AI, demand in the domestic AI chip market has formally entered an explosive growth phase.

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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