---
title: "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"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286485185.md"
description: "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"
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 芯片供应链的参与者在面临限制的情况下看到增长激增

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.

### 相关股票

- [IMOS.US](https://longbridge.com/zh-CN/quote/IMOS.US.md)
- [ASX.US](https://longbridge.com/zh-CN/quote/ASX.US.md)
- [AMKR.US](https://longbridge.com/zh-CN/quote/AMKR.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)

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