AI Chip Concept Stocks Watch | ASMPT (00522.HK) fell nearly 5%, frontier AI model companies successively disclose impressive results

newtimespace reported, on August 18, 2026, the chip theme weakened, with ASMPT (00522.HK) falling in intraday fluctuations. As of 13:35, the stock was quoted at HK$173.600, down 4.67%.

On the news front, overnight the US-listed memory-chip sector staged a strong rebound. Frontier AI model companies Anthropic and OpenAI successively disclosed impressive financial data, boosting market confidence in the sustainability of AI hardware demand. Anthropic's Q2 revenue surged to over US$11.5 billion, up nearly 14-fold year-on-year. OpenAI's annualized revenue has also reached US$40 billion, validating the sustained expansion of AI demand.

SEALAND SECURITIES noted that, as demand for AI computing power surges, the expansion of global memory-chip capacity is accelerating, and upstream semiconductor materials and manufacturing segments will continue to benefit from this structural growth 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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