---
title: "AI chip supply chain players see surging growth amid constraints"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286485185.md"
description: "ChipMOS, ASE Technology, and Amkor report significant revenue growth driven by AI chip demand, with ChipMOS seeing a 32% year-over-year increase in April. However, OSATs are experiencing production bottlenecks, leading to expansion spending that may impact margins. Despite recent stock rallies, some AI supply chain stocks maintain strong valuations and analyst backing, suggesting potential for further gains."
datetime: "2026-05-15T00:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286485185.md)
  - [en](https://longbridge.com/en/news/286485185.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286485185.md)
---

# AI chip supply chain players see surging growth amid constraints

Who’s gaining most?: ChipMOS, ASE Technology, and Amkor posted strong revenue growth from AI chip demand, with ChipMOS up 32% year-over-year in April. Why capacity matters: OSATs face production bottlenecks despite demand, prompting expansion spending that could pressure margins in the short term. Market outlook: Some AI supply chain stocks still carry healthy valuations and analyst support, hinting at room for continued gains despite recent rallies.

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