APAC Roundup: 8 January 2026

GS report lifts Nittobo and Mitsui Kinzoku; ACMR and Skywater; ASMPT and Towa; Vietnamese oil discovery

Today’s roundup:

1. Nittobo and the printed circuit board complex.

2. ACMR and Skywater

3. ASMPT +18% since we posted about it.

4. HK AI IPOs this week

5. AXTI +19.5% yesterday

6. Vietnam oil discovery biggest in SE Asia in 20 years

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Nittobo +11.1% and Mitsui Kinzoku +4.5%

GS has significantly raised its forecasts for the AI Printed Circuit Board and Copper Clad Laminate market: