Zhi Tong Cai Jing·2026-01-22 01:47Group 1 - ASMPT (00522) opened nearly 5% higher and is currently up 4.91%, trading at HKD 106.8 with a transaction volume of HKD 80.0284 million [1] - Samsung Electronics is in discussions with ASMPT regarding the supply of key equipment for high bandwidth memory (HBM), specifically thermal compression bonding machines, to diversify its supply chain [1] - The aim of this collaboration is to reduce reliance on a single supplier and enhance HBM production capacity, although no final agreement has been reached yet [1] Group 2 - ASMPT has announced a strategic evaluation of its surface mount technology (SMT) solutions division, considering various options including 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]