<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

日月光半導體

艾克爾科技

費城交易所 半導體 ETF - iShares

動態半導體 ETF - Invesco

納斯達克半導體 ETF - First Trust

標普半導體 ETF - SPDR

半導體 ETF - VanEck Vectors

<p>ChipMOS、日月光半導體和艾克爾科技報告稱，由於人工智能芯片需求的推動，收入顯著增長，其中 ChipMOS 在四月份實現了 32% 的同比增長。然而，OSAT（封裝測試服務）正面臨生產瓶頸，導致擴張支出可能影響利潤率。儘管近期股票反彈，一些人工智能供應鏈股票仍保持強勁的估值和分析師支持，暗示有進一步上漲的潛力</p>

AI chip supply chain players see surging growth amid constraints

AI 芯片供應鏈的參與者在面臨限制的情況下看到增長激增