智通财经网·2026-01-22 01:38Core Viewpoint - ASMPT's stock price increased by nearly 5% following news of discussions with Samsung Electronics regarding the supply of key equipment for high bandwidth memory (HBM) [1] Group 1: Stock Performance - ASMPT opened nearly 5% higher and is currently up 4.91%, trading at 106.8 HKD with a transaction volume of 80.0284 million HKD [1] Group 2: Strategic Developments - Samsung Electronics is seeking to diversify its supply chain for HBM critical equipment, specifically thermal compression bonding machines, by discussing supply matters with ASMPT [1] - This initiative aims to reduce reliance on a single supplier and enhance HBM production capacity [1] - Currently, both parties are in the negotiation phase and have not yet reached a final agreement [1] Group 3: Business Strategy Evaluation - ASMPT has announced a strategic evaluation of its surface mount technology (SMT) solutions division, considering various options such as sale, joint ventures, spin-offs, or maintaining and supporting the division for long-term success and value creation [1] - During the evaluation period, the SMT solutions division will continue to operate as usual [1]