AI Chip Concept Stocks Watch | ASMPT (00522.HK) Up 2.67%; Broadcom Predicts AI Chip Sales to Surge Sharply

NewTimeSpace (newtimespace.com) News, on September 3, 2026, the chip theme weakened amid volatility while ASMPT (00522.HK) strengthened against the trend. As of 13:46, the stock was quoted at HKD 161.600, up 2.67%.

On the news front, on September 2, Broadcom predicted that its AI chip sales will surge sharply over the next two years. Chief Executive Officer Hock Tan stated that AI chip revenue will double to approximately USD 115 billion in fiscal year 2027 and soar to USD 230 billion in the next fiscal year.

Sinolink Securities pointed out that in the first half of 2026, the electronics industry's revenue and net profit grew 30.98% and 99.38% year-on-year respectively, with the PCB, semiconductor equipment, and design segments performing particularly prominently. Demand for AI servers and high-speed switches has driven both volume and price higher across the supply chain, while domestic substitution has accelerated; orders in the equipment and core components segments have maintained high growth, and profitability has improved markedly.

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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