Changes in Hong Kong stocks | ASMPT (00522) rose more than 4% in early trading SK Hynix spent 30 billion won to order TCB equipment from ASMPT

The Zhitong Finance App learned that ASMPT (00522) rose more than 4% in early trading. As of press release, it had risen 4.03% to HK$77.35, with a turnover of HK$31.5747 million.

According to the news, it is reported that SK Hynix has ordered a new batch of hot press bonding machines (TCB) from ASMPT in Singapore to support the production of HBM4. According to reports, SK Hynix ordered 7 sets of TC bonding systems from ASMPT last month, each equipped with two bonding heads. The unit price for each system is approximately 4 billion won, and the total contract amount is estimated to be approximately 30 billion won (approximately 150 million yuan).

Notably, industry insiders pointed out that the reason SK Hynix made this decision was due to domestic consumption between Korean equipment suppliers Hanmi Semiconductor and Hanwha Semiconductor due to a patent dispute. SK Hynix plans to order 100 more HBM4 TC bonding machines in March 2026 to match the expansion of production at the Cheongju M15X fab. At that time, ASMPT, South Korea, the US, and Hanwha will compete more fiercely for orders. However, if Korean manufacturers are unable to resolve patent disputes as soon as possible, ASMPT may further expand its share and even dominate the supply of HBM4 equipment.