ASMPT-投资者会议要点：2026 年向好前景不变

Flash | TBC leadership supported by technology – 1) HBM: After securing bulk TCB order (HBM3E 12H) last year, ASMPT is the 1st vendor to secure TCB orders for HBM4 12H. Mgmt. is confident of its TCB competitiveness going forward given ASMPT's technology leadership (fluxless active oxide removal), better yield, and tool scalability. 2) C2S: ASMPT remains the sole TCB supplier at key foundry. 3) C2W: leading foundry has adopted ASMPT's plasma solution ultrafine pitch TCB for HVM, with order upside potential p ...