Jul. 9 at 3:44 PM
$ASX /
$IMOS The hidden semiconductor bottlenecks fueling the AI race!
Everyone is chasing high-profile GPU designers, completely overlooking the mission-critical OSAT giants that make these AI chips actually work. Advanced packaging (Chiplets/HBM) is the true frontier of scaling. ASE Technology (
$ASX) and ChipMOS (
$IMOS) own the ultimate capacity bottleneck. June revenue surges confirm the massive macro thesis. The smart money is loading up fast.
Full advanced packaging supply chain analysis and long-term targets pinned on my profile.