ASMPT Advanced Packaging Solutions slide image

ASMPT Advanced Packaging Solutions

Q2 2023 Semiconductor Solutions Segment Performance 392 272 USD'M 192 197 211 162 Q2 2022 Q1 2023 ■Bookings Revenue Gross Margin 44.7% 45.1% HKD'M Q2 2023 42.7% 617 38 27 ASMPT digital world Revenue • • IC/Discrete: Highest contribution from TCB; uptick in contribution from mainstream tools Optoelectronics: QoQ growth driven by wire bonders for Conventional Displays and high-end Silicon Photonics CIS: Continued weakness in smartphone market • Q2 2022 Q1 2023 Segment Profit Q2 2023 Segment Margin 20.1% 2.5% 1.7% Bookings Declined QoQ and YoY due to ongoing semiconductor downcycle Gross margin Declined QoQ due to higher mix of wire bonders Declined YoY due to volume effect 12
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