AI Chip Concept Stocks Watch | ASMPT (00522.HK) Rises 3.10%; China's Cumulative Integrated Circuit Exports from January to August Exceeded USD 250 Billion

NewTimeSpace (newtimespace.com) News, on September 9, 2026, the Hong Kong chip theme rose at the open, with ASMPT (00522.HK) opening higher and fluctuating. As of 13:31, the company was quoted at HK$166.400, up 3.10%.

On the news front, according to the latest data released by the General Administration of Customs of China, China's integrated circuit exports in August reached USD 40.731 billion, and the cumulative export value from January to August reached USD 256.751 billion, up 103.9% year-on-year. The strong performance of the trade data was partly attributable to the powerful boost from price factors.

GUOSHENG FINANCE pointed out that AI dominates this round of the up-cycle, with logic and memory showing structural supply-demand tightness. From the perspective of the industry foundation, logic and memory chips respectively undertake the functions of computing and data access, and are the two core hardware links of the AI computing power system. The capital expenditure of North American cloud vendors continues to be revised upward, and demand is transmitted along AI servers to advanced logic, HBM, and enterprise-grade storage. On the logic side, the expansion of advanced process capacity is still constrained by advanced packaging capabilities such as CoWoS; on the memory side, the non-linear growth of AI demand, combined with HBM's crowding out of traditional DRAM capacity, means that supply release is relatively slow, jointly reinforcing the sustainability of this upward cycle.

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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