里昂发表研报指,ASMPT(00522.HK) 2024财年第四季收入处于预期的上限范围。而受到半导体及表面贴装技术部门的拖累,毛利率较预期低3.7个百分点,净利润较预期低97%。里昂提及,对于主流设备业务而言,该板块复苏的可见度仍然较低,预计今年首季的订单量将按季持平;对于先进封装业务而言,ASMPT于今年首季由另一间全球高带宽内存厂商获得首笔订单;对于逻辑业务而言,ASMPT与领先代工厂的芯片...
Source Link里昂发表研报指,ASMPT(00522.HK) 2024财年第四季收入处于预期的上限范围。而受到半导体及表面贴装技术部门的拖累,毛利率较预期低3.7个百分点,净利润较预期低97%。里昂提及,对于主流设备业务而言,该板块复苏的可见度仍然较低,预计今年首季的订单量将按季持平;对于先进封装业务而言,ASMPT于今年首季由另一间全球高带宽内存厂商获得首笔订单;对于逻辑业务而言,ASMPT与领先代工厂的芯片...
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