AI Chip Concept Stocks Watch丨ASMPT (00522.HK) Fluctuates Slightly Lower, Domestic Memory Chips Expected to Join Apple Supply Chain

NewTimeSpace (newtimespace.com) reported that on August 10, 2026, the semiconductor theme in Hong Kong stocks weakened, with ASMPT (00522.HK) fluctuating slightly lower. As of 13:23, the stock was quoted at HKD 160.700, down 0.56%.

On the news front, SK Hynix announced on Friday (August 7) that, in response to sustained growth in memory demand in the AI era, it has decided to build new wafer fabs in Yongin and Cheongju. In addition, media reported that Apple is testing memory chips from Changxin Memory (CXMT) in its product lines such as iPhone and MacBook, in order to alleviate memory shortages driven by the AI boom.

TF Securities pointed out that the current improvement in the memory sector's prosperity is not driven solely by replenishment at a single terminal, but rather by a combination of changes in demand structure, rationalized supply expansion, and the repair of the industry's inventory cycle. As AI computing construction continues to advance, the importance of high‑end memory demand is further elevated, and the industry's supply‑demand dynamics are expected to gradually improve. Looking ahead, against the backdrop of ongoing demand structure upgrades and persistent supply constraints, memory prices and industry chain profitability are likely to maintain good resilience, and the sector's prosperity is expected to continue its recovery trend.

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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