Slide 1: Q2 2025 Results Presentation
Q2 2025 Results Presentation 23rd July 2025
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is provided for These forward-looking statements reflect the Company’s current informational purpose only and should not be relied upon for the expectations, beliefs, hopes, intentions or strategies regarding the purpose of making any investm
Slide 3: Agenda
Agenda 01 │ Key Highlights 02 │ Financial Performance 03 │ Q3 2025 Revenue Guidance 04 │ Q&A 3
Slide 4: Key Highlights
Key Highlights Private and confidential
Slide 5: Key 1H 2025 Highlights
Key 1H 2025 Highlights Bookings Better Than Expected TCB Leadership in Logic and Memory Mainstream Beginning to Benefit from AI Gross Margin Above 40% in 1H 2025 5
Slide 6: Advanced Packaging
Advanced Packaging Demand Driven by AI Tailwinds Thermo-Compression Bonding (TCB): • Largest installed base by surpassing 500 tools worldwide Advanced • HBM3E: HVM in leading HBM player; superior performance Packaging • HBM4: LVM for 12H; AOR sampling builds for multiple customers ~39% • C2S: Additi
Slide 7: Mainstream
Mainstream Demand Driven by AI and China Advanced Bookings Growth from AI Data Centre Packaging • AI growth requires more power-efficient data centre racks ~39% • Increased demand for SEMI wire and die bonders, and SMT placement tools 1H 2025 Group Revenue US$838M Significant Bookings Growth in Chin
Slide 8: Financial Performance
Financial Performance Private and confidential
Slide 9: 1H 2025 Key Financials
1H 2025 Key Financials Revenue Bookings Backlog US$838M US$913M US$873M (+0.7% YoY)1 (+12.4% YoY)1 (+7.0% YoY)1 (-3.3% HoH)1 (+10.5% HoH)1 (+13.2% HoH)1 Gross Margin Operating Profit 40.3% HK$329M (-65 bps YoY) (-12.2% YoY) (+121 bps HoH) (+79.5% HoH) Adjusted Net Profit 2 Adjusted EPS 2 HK$218M HK$
Slide 10: 1H 2025 Group Financial Results
1H 2025 Group Financial Results Revenue • Computers: Highest contributor, strong growth driven by AI 866 913 809 829 826 838 • Automotive: Supported by EV demand in China • Communication: Supported by Photonics & High-end smartphones US$’M • Consumer: SEMI mainstream driven by China • Industrial: So
Slide 11: Q2 2025 Group Financial Results
Q2 2025 Group Financial Results 482 427 431 402 436 Revenue 399 • Close to mid-point of revenue guidance • SMT grew QoQ while SEMI flat US$’M Q2 2024 Q1 2025 Q2 2025 Bookings • Book-to-Bill > 1 for two quarters Bookings Revenue Gross Margin 40.0% 40.9% 39.7% Gross Margin • Above 40% if at Q1 2025 FX
Slide 12: Q2 2025 Semiconductor Solutions Segment Performance
Q2 2025 Semiconductor Solutions Segment Performance 256 258 222 213 223 213 Revenue • TCB tools largest contributor • Wire and die bonders up QoQ and YoY US$’M o China customers, particularly OSATs o AI-related power management applications Q2 2024 Q1 2025 Q2 2025 Bookings Bookings Revenue • Wire an
Slide 13: Q2 2025 SMT Solutions Segment Performance
Q2 2025 SMT Solutions Segment Performance 269 215 208 Revenue 177 179 • QoQ growth driven by China and AP partially offset by continued 146 US$’M softness in overall automotive and industrial markets Bookings Q2 2024 Q1 2025 Q2 2025 • Bulk order to meet supply chain diversification needs of Bookings
Slide 14: Key End-Market Applications
Key End-Market Applications Serving Broad-based End-Market Applications* Automotive Communication Computers Consumer Industrial Others Visual Sensors Mobile Phones Data Centres TV EV Charging Medical Devices Infotainment Wired Infrastructure HPC Wearables Smart Factories Aerospace LIDAR Sensors Wire
Slide 15: Key Partner to Global Customers
Key Partner to Global Customers Group Revenue Contribution by Geography 1H 2024 2H 2024 1H 2025 50% 41% 40% 37% 36% 30% 23% 20% 17% 15% 16% 14% 12% 11% 10%11% 10% 7% 5% 6% 5% 5% 5% 4% 4% 4% 3% 1% 1% 1% 1% 1% 1% 1% 2% 0% China/HK Korea Americas Europe Taiwan Malaysia Vietnam Thailand Philippines Othe
Slide 16: Q3 2025 Revenue Guidance & Outlook
Q3 2025 Revenue Guidance & Outlook Private and confidential
Slide 17: Q3 2025 Revenue Guidance & Outlook
Q3 2025 Revenue Guidance & Outlook Q3 2025 Revenue Guidance US$445m to US$505m (+10.8% YoY and +8.9% QoQ at mid-point of guidance) • Confident of sustained AP revenue • Expects SMT revenue to improve Looking Ahead • AP growth driven by AI tailwinds and supported by technological leadership • Reitera
Slide 18: Q&A
Q&A Private and confidential
Slide 19: Thank You!
Thank You! For enquiries, please contact: Mr. Leonard Lee / leonard.lee@asmpt.com asmpt.com Private and confidential
Slide 20: Appendix
Appendix Private and confidential
Slide 21: Reconciliation to Non-HKFRS Measures
Reconciliation to Non-HKFRS Measures The below tables highlighted the reconciliations of the Group’s financial measures prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q2 2025 and Q1 2025 to the non-HKFRS measures: Q2 2025 Q1 2025 Non-HKFRS adjustments Non-HKFRS adjustments Grou