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Is ASMPT (HKG:522) A Risky Investment?
White House Narrows April 2 Tariffs
The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.
① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.
According to Caixin Venture Capital, in February, there were 69 investment and financing events in the domestic Semiconductors sector, with institutions such as SMIC Juyuan and Yida Capital being active.
According to data from Financial Associated Press Venture Capital, there were a total of 69 private equity investment events in the domestic Semiconductors sector in February, a decrease of 32.35% compared to 102 events last month; In February, investment entities in the Semiconductors sector such as Semiconductor Manufacturing International Corporation, Yida Capital, Weikang Chuangxin, Contemporary Amperex Technology, DiDi Global Inc, and Shenzhen Capital Group were active.
ASMPT (HKG:522) Shareholders Have Lost 46% Over 1 Year, Earnings Decline Likely the Culprit
The USA is going to hold a hearing to investigate China's traditional chips, leading to a decline in chip stocks.
Jinwu Finance | Chip stocks generally fell, with BEKE MICRO (02149) down 4.20%, SOLOMON SYSTECH (02878) down 3.64%, HUA HONG SEMI (01347) down 2.85%, SHANGHAI FUDAN (01385) down 2.75%, CE HUADA TECH (00085) down 2.10%, ASMPT (00522) down 1.87%, and HG SEMI (06908) down 1.64%. The office of the U.S. Trade Representative will hold a hearing on the 11th local time regarding traditional chips (mature process chips) produced in China to explore the possibility of further increasing related tariffs.
