---
title: "Friendly reminder that traditional mainstream OSAT's are not big beneficiaries of AI & HPC Advan"
description: "Friendly reminder that traditional mainstream OSAT's are not big beneficiaries of AI & HPC Advanced Packaging opportunities.It used to be that foundry and OSAT revenues moved (relatively) hand in "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000069180.md"
published_at: "2025-05-19T06:37:41.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Friendly reminder that traditional mainstream OSAT's are not big beneficiaries of AI & HPC Advan

Friendly reminder that traditional mainstream OSAT's are not big beneficiaries of AI & HPC Advanced Packaging opportunities.

It used to be that foundry and OSAT revenues moved (relatively) hand in hand, but with the advent of AI - only leading edge foundries started seeing all the AI benefits (high-ASP wafers) with the OSAT's missing out on the packaging opportunities that came with it (CoWoS happens at the foundry).

$Taiwan Semiconductor(TSM.US)

Source: Chips & Wafers

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.