ASM Pacific Technology Ltd
OTC:ASMVY
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ASM Pacific Technology Ltd
ASM Pacific Technology Ltd., a prominent player in the semiconductor and electronics assembly industry, stands as a pivotal force in powering the electronics we rely on daily. The company is lauded for its technological prowess in providing comprehensive solutions that span the entire line of semiconductor assembly and packaging equipment. From wafer processing to surface mount technology (SMT) solutions, ASM Pacific has carved a niche in crafting the tools and systems that enable the manufacturing of integrated circuits, LEDs, MEMS, and more. With a deep-seated commitment to innovation, they have become integral to the supply chains of many tech giants by delivering highly efficient, precise, and scalable assembly processes.
What sets ASM Pacific apart is its ability to harness cutting-edge technology to cater to evolving market needs while ensuring product reliability and cost-efficiency. The company's revenue streams primarily flow from the sale of its sophisticated equipment and solutions to major semiconductor industry players, alongside after-sales services and continuous engineering support. As the demand for smaller, faster, and more energy-efficient electronic devices continues to escalate, ASM Pacific remains poised to capitalize on these trends by pushing the forefront of technological advancements and maintaining robust R&D initiatives. By focusing on both current industry demands and future innovations, ASM Pacific Technology Ltd. not only strengthens its position in the market but also charts a course for sustained financial performance.
ASM Pacific Technology Ltd., a prominent player in the semiconductor and electronics assembly industry, stands as a pivotal force in powering the electronics we rely on daily. The company is lauded for its technological prowess in providing comprehensive solutions that span the entire line of semiconductor assembly and packaging equipment. From wafer processing to surface mount technology (SMT) solutions, ASM Pacific has carved a niche in crafting the tools and systems that enable the manufacturing of integrated circuits, LEDs, MEMS, and more. With a deep-seated commitment to innovation, they have become integral to the supply chains of many tech giants by delivering highly efficient, precise, and scalable assembly processes.
What sets ASM Pacific apart is its ability to harness cutting-edge technology to cater to evolving market needs while ensuring product reliability and cost-efficiency. The company's revenue streams primarily flow from the sale of its sophisticated equipment and solutions to major semiconductor industry players, alongside after-sales services and continuous engineering support. As the demand for smaller, faster, and more energy-efficient electronic devices continues to escalate, ASM Pacific remains poised to capitalize on these trends by pushing the forefront of technological advancements and maintaining robust R&D initiatives. By focusing on both current industry demands and future innovations, ASM Pacific Technology Ltd. not only strengthens its position in the market but also charts a course for sustained financial performance.
Revenue Growth: Q3 2025 revenue reached $468 million, up 7.6% quarter-on-quarter and 9.5% year-on-year, driven mainly by strong SMT performance and ongoing AI demand.
TCB Leadership: ASMPT solidified its leadership in Thermo-Compression Bonding (TCB), winning first orders for HBM4 from two major memory players and remaining a primary supplier in HBM4 transition.
Profitability: The group delivered a profitable quarter, excluding restructuring costs, with adjusted net profit up 245.2% year-on-year to HKD 101.9 million, though down 24.4% quarter-on-quarter.
Margin Pressures: Group gross margin fell to 37.7%, below typical levels, due to higher SMT mix and lower margins in SEMI; SEMI gross margin was 41.3%.
Bookings Strength: Q3 bookings were $462.5 million, and the group expects flattish bookings in Q4, marking a seventh consecutive quarter of year-on-year bookings growth.
Q4 Guidance: Q4 revenue is projected at $470–530 million, up 6.8% quarter-on-quarter and 14.3% year-on-year at the midpoint, above market consensus.
Cost Saving Actions: The closure of the Shenzhen AEC plant is expected to enhance cost competitiveness and provide ongoing COGS savings.
AI & End-Market Demand: AI momentum is supporting both advanced packaging and mainstream business lines; China EV and AI infrastructure remain key demand drivers.
