HK Stock Market Move | ASMPT (00522) falls over 10% in late trading; SK Hynix reportedly delays equipment orders and slightly adjusts investment focus.

ASMPT (00522) fell over 10% in late trading. As of press time, it was down 9.75% at HK$121.3, with a turnover of HK$386 million. On the news front, according to a Cailianshe report on October 14, some of SK Hynix's HBM4 back-end equipment orders are said to have been postponed to next year, and next year's HBM4-related investment plan has not yet been clarified, triggering market concerns about the progress of HBM4 capacity expansion. However, industry insiders pointed out that changes in the investment pace are not enough to indicate that mass production has been hindered. It is worth noting that with the recent recovery in general-purpose memory prices, SK Hynix's investment focus may be undergoing a slight structural adjustment. Sources in the equipment industry revealed that SK Hynix adopted a relatively conservative strategy for HBM-related investment in the second half of the year, while shifting part of its investment to the general-purpose DRAM segment, where prices are rising.