Changes in Hong Kong stocks | ASMPT (00522) fell more than 10% at the end of the session. According to reports, SK Hynix postponed equipment orders and fine-tuned investment focus

The Zhitong Finance App learned that ASMPT (00522) fell more than 10% at the end of the session. As of press release, it decreased by 9.75% to HK$121.3, with a turnover of HK$386 million.

According to the news, according to a report by the Financial Federation on October 14, some of SK Hynix's HBM4 back-end equipment orders have allegedly been postponed until next year, and the HBM4 related investment plans for next year have not been clarified, causing the market to worry about the progress of HBM4 expansion. However, the industry pointed out that changes in the pace of investment are not enough to indicate that mass production has been blocked.

It is worth noting that due to the recent recovery in general memory prices, SK Hynix's investment focus may be undergoing structural fine-tuning. Some equipment industry sources revealed that SK Hynix adopted a conservative strategy in HBM-related investments in the second half of the year, while shifting some of its investments to the general DRAM sector where prices are rising.