HK Stock Market Move | ASMPT (00522) rose over 5% in the afternoon. Huawei's Tao-Ding Law chips are transitioning from planar integration to three-dimensional integration.

ASMPT (00522) rose over 5% in the afternoon. As of the time of this report, it is up 5.17%, priced at HKD 166.8, with a transaction volume of HKD 416 million. In news, on September 4, the head of Huawei's semiconductor division published the third paper on the Tao Law. Public data shows that the transistor density of the Kirin 2026 has increased from 155 million per square millimeter to 238 million, a remarkable 55% jump. Under equivalent performance conditions, compared to the previous generation, the NPU power consumption has decreased by 66%, GPU by 58%, and CPU performance cores by 41%, overturning previous doubts about the heat generated by the Tao Law. Sinolink believes that Huawei's Tao Law chips are transitioning from planar integration to three-dimensional integration, with enhancements in process steps, interconnect quantity, and manufacturing complexity, which is a positive boon for semiconductor equipment. EB SECURITIES had previously released a research report stating that strong demand for AI is driving continuous surges in orders across multiple fields such as TCB, CPO, and FC, with the 26Q2 performance exceeding market expectations, further validating the company's global leading position in the AP field. The company's resources will further focus on back-end packaging and core SMT business, with the profit margin likely to continue rising.