AI Chip Concept Stocks Watch | ASMPT (00522.HK) edged up 0.12%; integrated circuit industry profit up 18.5x YoY in first seven months

NewTimeSpace (newtimespace.com) News, on August 31, 2026, the chip theme traded in a choppy session, with ASMPT (00522.HK) edging up. As of 13:47, the stock was quoted at HKD 161.100, up 0.12%.

On the news front, data disclosed by the National Bureau of Statistics shows that in January–July, profits of the electronics industry grew 1.1 times YoY, pulling up the profits of all industrial enterprises above designated size by 9.3 percentage points, and serving as the main support for the relatively rapid profit growth of industrial enterprises above designated size. Among these, the integrated circuit industry—represented by computing-power chips and memory chips—saw profits grow 18.5 times YoY, contributing more than 80% to the profit growth of the entire electronics industry.

PING AN SECURITIES noted that, driven by both the evolution of artificial intelligence technology and the need for supply-chain self-reliance and controllability, demand for advanced logic chips and high-bandwidth memory chips has grown steadily, driving a recovery in manufacturers' willingness to spend on capital expenditure. At the same time, the widespread adoption of process scaling and advanced packaging processes has further increased the equipment value per wafer manufactured, providing a favorable market environment for the sustained development of equipment companies.

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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