Post by ASMPT Ltd

Is AI demand still aspirational, or already translating into execution? Our latest issue looks at what we are seeing about demand showing up across both SEMI and SMT, driven by the physical build-out of AI infrastructure. Three signals worth noting: 1️⃣ SEMI: Utilisation-led demand linked to AI data-centre power management 2️⃣ SMT: Record bookings driven by AI servers 3️⃣ Broad-based Pull: Demand spanning various areas beside advanced packaging 💡 Why this matters As AI demand increasingly extends across the entire backend and assembly chain, how does this shift the focus of execution? ASMPT SMT Solutions ASMPT ALSI ASMPT AMICRA ASMPT SEMI Solutions