在人工智能供应链中寻找隐秘的价值

投资者应该知道：人工智能驱动的需求正在为半导体供应链公司带来可衡量的收入增长，不仅在知名芯片设计师领域，而且在封装、测试和互连开发领域都可见。今年迄今为止，该行业股价已大幅上涨，但大多数关键参与者对许多投资者来说仍然默默无闻，并且根据Seeking Alpha的量化评级，仍可能进一步上涨。

人工智能的构建需要的不仅仅是芯片设计。随着人工智能加速器将更高的复杂性推向制造业，包装和测试服务（组装和验证成品芯片的层）面临着需求压力。

人工智能极大地增加了对OSAT（外包半导体组装和测试提供商）的需求，因为复杂的人工智能芯片需要先进的封装技术来紧密连接零部件。这使包装公司从相对被忽视的制造供应商变成了人工智能供应链中的战略参与者。

这项太空贸易的许多关键参与者都在海外。然而，该行业的一些主要上市公司包括ASE Technology Holding（ASX）、Amkor Technology（AMKR）和ChipMOS Technology（IMOS）。与此同时，Kulicke & Soffa Industries（KLIC）是OSAT使用的组装设备的主要供应商，FormFactor（FORM）则供应测试探头和设备。

人工智能半导体供应链这个角落的最近发展说明了收入动力和早期定位的表现：

下面的筛选器显示了至少获得Seeking Alpha分析师和SA Quant Ratings的买入评级以及至少为C-的估值评级的半导体和芯片制造商（包括OSAT）。只有7只股票符合这一标准。然后按SA分析师评级对股票进行排序，ASX排在第四位。

半导体股票筛选买入评级和估值（寻求阿尔法）

对于更广泛的行业背景，下面的筛选器筛选出量化评级为买入或强烈买入的半导体公司，按最高量化评级排序。

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The list is topped by Micron (MU), with other big names like AMD (AMD) and Taiwan Semiconductor (TSM) making the top 10 as well. POET Technologies (POET) and Credo (CRDO), two stocks that have received a lot of recent attention from investors, appear on the list as well.

As for the OSATs, they are represented again by ASE Technology (ASX), which has a total Quant Rating of 4.97.