Zhixun Finance APP learned that ASMPT (00522) rose more than 3%, as of press time, up 3.36%, reported 100 Hong Kong dollars, with a turnover of 32.6846 million Hong Kong dollars.

A Goldman Sachs analyst report stated that the global HBM market is expected to grow at a compound annual growth rate of approximately 100% between 2023-2026, reaching 30 billion US dollars in 2026, an increase of more than 30% from the forecast in March. The bank pointed out that global investment in AI is strong, and is expected to drive HBM demand growth. In addition, HBM technology is developing rapidly, and the capacity of HBM used in each AI chip will increase, which will also boost demand.

Sinolink Securities released a research report stating that the overall semiconductor chip industry has passed the stage of actively destocking and entered the stage of passive destocking. With the recovery of demand, the industry as a whole is expected to start stocking up positively and enter an upward cycle. The focus is bullish on GPUs, HBM, DDR5, and switch chips driven by AI, as well as storage modules, digital SoCs, driver ICs, radio frequency and CIS with relatively good patterns, which have appeared in basic improvement signals first. At the same time, it is recommended to pay attention to chips such as MCUs and analog devices.