Capacity ExpansionASMPT aims to double its TCB capacity by end of 2025, with advanced-packaging market projected to grow significantly.
Market ExpansionRecent capex acceleration in HBM, with companies like SK Hynix and Micron investing heavily, is likely to expand ASMPT’s market opportunities.
Market OpportunitiesASMPT stands to benefit from the increasing demand for generative AI-driven high-bandwidth-memory (HBM), which is expected to grow significantly.