AI Chip Concept Stocks Watch丨ASMPT (00522.HK) Fluctuates Down 4.47%, the Biggest Change in the Memory Industry Is How Long High Profitability Can Sustain

NewTimeSpace (newtimespace.com) reported that on July 27, 2026, the semiconductor theme in Hong Kong stocks weakened, with ASMPT (00522.HK) fluctuating lower. As of 13:21, the stock was quoted at HKD 156.100, down 4.47%.

On the news front, Samsung Electronics recently reached a chip foundry agreement with Broadcom valued at over USD 200 billion, as both parties accelerate their push to capture a larger share of the AI infrastructure market. Additionally, Nvidia and South Korea's SK Group formally signed a strategic cooperation memorandum of understanding, achieving comprehensive AI industry cooperation totaling over USD 500 billion, covering AI superfactory construction, joint R&D of next‑generation high‑end AI memory, and long‑term supply commitments.

Guolian Minsheng Securities believes that the biggest change in the memory industry in the AI era is not how high profit margins can rise, but rather how long high profitability can be sustained. As market confidence in the industry's long‑term earnings capability gradually increases, the valuation framework for memory manufacturers is expected to transition from a traditional cyclical stock model to a growth‑oriented manufacturing framework, with room for a systematic upward revaluation of the industry's valuation center.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.