<div id="readability-page-1">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.</div>

南茂科技

日月光半导体

艾克尔科技

费城交易所 半导体 ETF - iShares

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

标普半导体 ETF - SPDR

半导体 ETF - VanEck Vectors

<p>ChipMOS、日月光半导体和艾克尔科技报告称，由于人工智能芯片需求的推动，收入显著增长，其中 ChipMOS 在四月份实现了 32% 的同比增长。然而，OSAT（封装测试服务）正面临生产瓶颈，导致扩张支出可能影响利润率。尽管近期股票反弹，一些人工智能供应链股票仍保持强劲的估值和分析师支持，暗示有进一步上涨的潜力</p>

AI chip supply chain players see surging growth amid constraints

AI 芯片供应链的参与者在面临限制的情况下看到增长激增