AI Chip Concept Stocks Watch | ASMPT (00522.HK) Rose 2.83%, OpenAI Announces Key Test Results of Its Self-Developed Inference Chip

NewTimeSpace (newtimespace.com) News, on August 26, 2026, the chip theme strengthened, with ASMPT (00522.HK) rising in choppy trade. As of 13:28, the stock was quoted at HKD 167.100, up 2.83%.

On the news front, OpenAI announced key test results of its self-developed inference chip Jalapeno, jointly developed with Broadcom, targeting AI inference scenarios. Compared to NVIDIA GB300 testing, Jalapeno gained advantages in two metrics: AI processing workload per unit power consumption and response speed. Its 700-watt power consumption balances high throughput and low latency, reducing data center power costs. The tests covered multiple large models including GPT‑OSS, DeepSeek, and Kimi; the performance advantage further amplified in complex large-model environments, with deployment planned for later this year.

Overseas chip competition is fierce, and the substitution of domestic AI chips is also accelerating toward completion. TrendForce noted that in China's high-end AI chip market in 2026, the share of domestic solutions is expected to approach 90%, while the market space for overseas vendors such as NVIDIA and AMD will be compressed to around 10%. The domestic AI computing power industry chain is moving from "usable" to "easy to use."

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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