Applied Materials Buys ASMPT’s NEXX Problem Child For $120M
ASMPT is not divesting a crown jewel. It is divesting a cash drain, at roughly book value, to a buyer willing to pay up because NEXX fits a...
172 Views
ASMPT Q126. Exploding On AI Demand
Planned NEXX divestiture, potential (lower margin) SMT divestiture, new CEO incoming, BESI M&A premium and soaring AI demand all drove a >100%...
275 Views
Primer: ASM Pacific Technology (522 HK) - Apr 2026
ASMPT is a global leader in the semiconductor back-end assembly and packaging equipment market, as well as the Surface Mount Technology (SMT)...
122 Views
VLSI Japan : It’s Better on the Backside
If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...
698 Views
HSTECH Index Rebalance Preview: Can Leapmotor Leap into the Index?
Leapmotor could be added to the HSTECH in Dec, replacing ASMPT - it's a close call. Impact on the stocks is pretty big. Even with no stock changes,...
1.5k Views