智通财经网·2025-10-24 02:28Core Viewpoint - ASMPT's stock has risen over 5%, reflecting positive market sentiment driven by a recovery in semiconductor demand and growth in the advanced packaging market [1] Company Summary - ASMPT's stock price increased by 5.65%, reaching HKD 87.95, with a trading volume of HKD 77.52 million [1] - The company is expected to maintain an order shipment ratio of over 1x in Q3 [1] - For Q3, ASMPT's revenue guidance median is set at USD 475 million, indicating a year-on-year growth of 11% [1] - Despite the revenue guidance, the company is anticipated to incur a one-time restructuring expense of approximately RMB 360 million, leading to a projected net loss of around RMB 69 million [1] - In Q4, revenue is forecasted to reach RMB 3.646 billion, representing a year-on-year growth of 7%, with a quarterly turnaround to a net profit of approximately RMB 126 million, primarily driven by advanced packaging solutions [1] Industry Summary - The mainstream semiconductor demand is showing signs of recovery, contributing to the positive outlook for ASMPT [1] - The advanced packaging market continues to grow, which is expected to enhance revenue from semiconductor solutions [1]