---
title: "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"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286485185.md"
description: "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"
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 芯片供應鏈的參與者在面臨限制的情況下看到增長激增

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.

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