Zhi Tong Cai Jing·2026-02-11 01:53Group 1 - ASMPT's stock price increased by over 8% in early trading, currently up 7.14% at HKD 108.1, with a trading volume of HKD 151 million [1] - ASMPT announced a new order from a major client for two units of its proprietary plasma active oxide removal (AOR) technology for ultra-fine pitch thermal compression bonding (TCB) equipment, reinforcing its leadership in the advanced packaging market [1] - SMIC's executives indicated that the company's capital expenditure for 2025 is projected to be USD 8.1 billion, exceeding earlier expectations due to strong customer demand, changes in the external environment, and longer equipment delivery times [1] Group 2 - SMIC provided guidance for 2026, expecting sales revenue growth to exceed the average of comparable peers, with capital expenditure remaining roughly flat compared to 2025, assuming no significant changes in the external environment [1]