花旗发表报告表示,ASMPT(00522.HK) 2024年第四季度业绩收支平衡,因半导体和表面贴装技术的毛利率双双下降。2025年第一季度指引亦令人失望,管理层预计传统业务短期内复苏有限。先进封装仍是亮点。ASMPT希望在向领先高带宽内存(HBM)制造商交付后获得重复的热压键合(TCB)订单。最近向另一家HBM客户交付试验工具,显示2025年下半年有望获得新订单。该行预测ASMPT的TCB销售在...
Source Link花旗发表报告表示,ASMPT(00522.HK) 2024年第四季度业绩收支平衡,因半导体和表面贴装技术的毛利率双双下降。2025年第一季度指引亦令人失望,管理层预计传统业务短期内复苏有限。先进封装仍是亮点。ASMPT希望在向领先高带宽内存(HBM)制造商交付后获得重复的热压键合(TCB)订单。最近向另一家HBM客户交付试验工具,显示2025年下半年有望获得新订单。该行预测ASMPT的TCB销售在...
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