ASM太平洋(00522.HK)料明年5G應用增 有助帶動需求
ASM太平洋(00522.HK)行政總裁李偉光出席業績發布會時指出,5G基建帶動了公司的SMT解決方案業務,他指出5G將陸續在其他國家推行,而5G手機於2020年亦會逐步增加,料可帶來廣泛應用,除了基站外,對數據中心需求亦會越來越大,加上傳輸速度增加亦可帶動不同行業的應用,而2020年冬奧將首次展現5G優勢,多項因素均有助帶動需求。
他指出中國市場繼續帶動半導體行業復甦,而公司在當地擁有利地位,相關因素亦已帶動第三季業績表現。他又透露雖然有設備製造商被美國針對,但留意到相關企業在5G領域仍然領先,認為對公司無直接影響,但間接來看中國市場方面或會有影響,因為企業或會希望將需求國產化。
另外,首席財務總監黃梓達稱公司位於馬來西亞的工廠剛完工,但仍需要遷入設備等,相信需要一至一年半時間才能完全投入營運。 ~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.