AI Chip Concept Stocks Watch丨ASMPT (00522.HK) Rises Nearly 4%, Revised "Regulations on the Protection of Integrated Circuit Layout Designs" Promulgated

NewTimeSpace (newtimespace.com) reported that on August 4, 2026, the chip theme strengthened, with ASMPT (00522.HK) fluctuating higher. As of 13:24, the stock was quoted at HKD 156.300, up 3.99%.

On the news front, on August 4, the revised "Regulations on the Protection of Integrated Circuit Layout Designs" was promulgated, effective from October 15. The regulations aim to protect the exclusive rights of integrated circuit layout designs and encourage technological innovation in integrated circuits. In addition, it was clarified that during the "15th Five‑Year Plan" period, the construction of the computing network will add RMB 4 trillion in direct investment. China has completed an "8+10+3" computing power spatial layout, with total intelligent computing power reaching 1882 EFLOPS, and over 70 major computing power channels have been put into operation.

Dongwu Securities stated that the chip design赛道is driven by both self‑reliance and the AI computing power revolution. Policy support, the global industry's high prosperity, domestic substitution demand, and industrial capital support are all resonating together, presenting unprecedented development opportunities for the chip design sector, with long‑term investment value becoming increasingly evident.

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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