Zhi Tong Cai Jing·2026-03-10 07:55Core Viewpoint - ASMPT reported strong financial results driven by AI advancements, with significant growth in its advanced packaging business and a positive outlook for future orders and market share in the TCB segment [1] Financial Performance - ASMPT's sales revenue reached HKD 145.2 billion, representing a year-on-year increase of 9.8% [1] - The company's net profit after tax was HKD 9.02 billion, showing a substantial year-on-year increase of 163.6% [1] - The final dividend declared is HKD 0.34 per share, along with a special cash dividend of HKD 0.79 per share [1] Business Segment Growth - The advanced packaging (AP) business generated sales revenue of USD 532 million, marking a year-on-year growth of 30.2% [1] - The TCB (Thermal Compression Bonding) solutions significantly contributed to this growth [1] Market Outlook - According to CICC's report, ASMPT's revenue for Q4 2025 exceeded expectations, primarily driven by the growth in TCB equipment orders [1] - The company forecasts that the global TCB market could reach USD 1.6 billion by 2028, with a target market share of 35-40%, translating to USD 560-640 million [1] - The TCB equipment is expected to remain the fastest-growing segment for the company, supported by applications in logic chips and ongoing developments in HBM technology [1]