智通财经网·2026-03-10 07:48Core Viewpoint - ASMPT reported strong financial performance with significant revenue and profit growth, driven by advancements in AI and its advanced packaging business [1] Financial Performance - ASMPT's sales revenue reached HKD 14.52 billion, representing a year-on-year increase of 9.8% [1] - The company's net profit after tax was HKD 900 million, marking a substantial increase of 163.6% year-on-year [1] - The final dividend declared was HKD 0.34 per share, along with a special cash dividend of HKD 0.79 per share [1] Business Segments - The advanced packaging (AP) business generated sales revenue of USD 532 million, reflecting a year-on-year growth of 30.2% [1] - The contribution from the thermal compression bonding (TCB) solutions was particularly notable, driving the growth in the AP segment [1] Market Outlook - According to CICC's report, ASMPT's revenue for Q4 2025 is expected to exceed forecasts, primarily due to the growth in orders for TCB equipment [1] - The company anticipates that the global AI development trend will boost the TCB market size to USD 1.6 billion by 2028, with a target market share of 35-40%, equating to USD 560-640 million [1] - TCB equipment is projected to remain the fastest-growing segment for the company, supported by applications in logic chips and ongoing orders for HBM 12H and validation progress for HBM4 16H [1]