野村指出，2024年第4季的常规包装订单动力或仍然疲软。ASMPT及K&S均表示，由于OSAT(委外封测代工厂)公司的使用率尚未达到较高水平，因此他们并不热衷于采购新设备，因此2024年第4季常规包装订单仍然低迷。Currently, ASMPT and K&S (KLICUS) are still vying for orders, and both sides have a chance to win the project.
According to the Zhongtong finance app, Nomura released a research report stating that it maintains a "buy" rating on ASMPT (00522) with a target price of HKD 90.
The bank expects that a decision on the OW thermocompression bonding (TCB) project will not be made until mid-October this year. However, ASMPT and K&S (KLICUS) are still vying for orders, and both sides have a chance to win the project. The bank believes that it is currently difficult to determine who the ultimate winner will be.
Nomura pointed out that the momentum of regular packaging orders in the fourth quarter of 2024 may still be weak. Both ASMPT and K&S have stated that they are not enthusiastic about purchasing new equipment because the utilization rate of OSAT (outsourced semiconductor assembly and test) companies has not reached a high level, so regular packaging orders in the fourth quarter of 2024 are still sluggish.
