AI Chip Concept Stocks Watch丨ASMPT (00522.HK) Bucks the Trend to Rise Over 1%, Company's First‑Half Profit up 174.1% Year‑on‑Year

NewTimeSpace (newtimespace.com) reported that on July 30, 2026, the chip theme continued to weaken, while ASMPT (00522.HK) bucked the trend and rose. As of 13:23, the stock was quoted at HKD 138.400, up 1.10%.

On the news front, overnight US semiconductor and chip stocks continued their weakness. The Federal Reserve kept interest rates unchanged as the rate‑setting meeting concluded. ASMPT disclosed its latest financial results, reporting attributable profit of HKD 589 million for the first half of 2026, a year‑on‑year increase of 174.1%. Total new orders reached HKD 12.754 billion, up 68.1% half‑on‑half and 85.1% year‑on‑year.

Guolian Minsheng Securities pointed out that this industry upcycle differs from previous policy‑driven themes, being driven by two engines: "explosive AI demand" and "self‑reliant supply chains." Core opportunities lie in the "three arrows": AI chips entering the performance delivery phase (domestic shipments already account for over 40% of total), the value revaluation of local wafer manufacturing, and domestic superserver nodes transitioning from product validation to mass production.

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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