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ASMPT (0522) investor relations material
ASMPT Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
AI adoption drove strong Q3 2025 momentum in Advanced Packaging (AP), mainstream, and SMT segments, with recurring TCB orders from memory and logic customers and technology leadership in HBM4 and advanced logic.
SMT segment recovery exceeded expectations, contributing to a profitable quarter on an adjusted basis, excluding strategic restructuring costs from subsidiary liquidation.
Profitable quarter, with restructuring aimed at optimizing global supply chain and cost competitiveness.
Financial highlights
Q3 2025 revenue reached US$468.0M (HK$3.66B), up 7.6% QoQ and 9.5% YoY, mainly from SMT growth.
Bookings were US$462.5M, up 14.2% YoY, with a book-to-bill ratio of 1.04 and backlog at US$867.7M.
Adjusted gross margin was 37.7%, down 203bps QoQ and 330bps YoY; YTD margin around 40%.
Adjusted net profit was HK$101.9M, down 24.4% QoQ but up 245.2% YoY; adjusted EPS at HK$0.24, down 25% QoQ, up 200% YoY.
Net loss of HK$268.6M due to HK$370.5M in restructuring costs and inventory write-off from subsidiary liquidation.
Outlook and guidance
Q4 2025 revenue guidance: US$470M–US$530M, up 6.8% QoQ and 14.3% YoY at midpoint, above market consensus.
TCB total addressable market projected to exceed US$1B by 2027, driven by AI ecosystem investments.
Growth expected from both SEMI and SMT, with continued demand from China and AI infrastructure investments.
Visibility for Automotive and Industrial end-market recovery remains low.
TCB TAM beyond $1B in 2027. Elaborate.
Impact of SMT growth on gross margin?
Strategic rationale for AEC subsidiary liquidation?
HBM4 TCB market share vs. competitors?
AEC liquidation impact on future gross margin?
Hybrid bonding entry strategy vs. incumbents?
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Q4 202525 Feb, 2026
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Frequently asked questions
ASMPT Limited, previously known as ASM Pacific Technology, is a global provider of hardware and software solutions for the semiconductor and electronics manufacturing industries. Established in 1975, ASMPT operates through two primary business segments: Semiconductor Solutions and Surface Mount Technology (SMT) Solutions. The Semiconductor Solutions segment offers a broad portfolio of equipment for semiconductor assembly and packaging, covering processes from film deposition to bonding, molding, and integration of machines into complete inline systems for various markets including microelectronics, photonics, and optoelectronics. The SMT Solutions segment includes top-tier hardware and software such as SIPLACE placement machines, DEK printing solutions, and advanced manufacturing execution systems (MES), contributing to the development of integrated smart factories. ASMPT is headquartered in Singapore, and its shares are listed on the Hong Kong Stock Exchange.
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