July 23, 2025 12:31 AM GMT ASMPT Ltd | Asia Pacific M Update Mainstream semi start to benefit from AI demand Reaction to earnings Unchanged Modest shortfall Modest revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research ASMPT released its 2Q25 earnings report, and below are the highlights: Ethan.Jia@morganstanley.com +852 3963-2287 Morgan Stanley Taiwan Limited+ Morgan Stanley Securities (China) Co., Ltd. i ...