在人工智能供應鏈中尋找隱祕的價值

投資者應該知道：人工智能驅動的需求正在為半導體供應鏈公司帶來可衡量的收入增長，不僅在知名芯片設計師領域，而且在封裝、測試和互連開發領域都可見。今年迄今為止，該行業股價已大幅上漲，但大多數關鍵參與者對許多投資者來説仍然默默無聞，並且根據Seeking Alpha的量化評級，仍可能進一步上漲。

人工智能的構建需要的不僅僅是芯片設計。隨着人工智能加速器將更高的複雜性推向製造業，包裝和測試服務（組裝和驗證成品芯片的層）面臨着需求壓力。

人工智能極大地增加了對OSAT（外包半導體組裝和測試提供商）的需求，因為複雜的人工智能芯片需要先進的封裝技術來緊密連接零部件。這使包裝公司從相對被忽視的製造供應商變成了人工智能供應鏈中的戰略參與者。

這項太空貿易的許多關鍵參與者都在海外。然而，該行業的一些主要上市公司包括ASE Technology Holding（ASX）、Amkor Technology（AMKR）和ChipMOS Technology（IMOS）。與此同時，Kulicke & Soffa Industries（KLIC）是OSAT使用的組裝設備的主要供應商，FormFactor（FORM）則供應測試探頭和設備。

人工智能半導體供應鏈這個角落的最近發展說明了收入動力和早期定位的表現：

下面的篩選器顯示了至少獲得Seeking Alpha分析師和SA Quant Ratings的買入評級以及至少為C-的估值評級的半導體和芯片製造商（包括OSAT）。只有7只股票符合這一標準。然后按SA分析師評級對股票進行排序，ASX排在第四位。

半導體股票篩選買入評級和估值（尋求阿爾法）

對於更廣泛的行業背景，下面的篩選器篩選出量化評級為買入或強烈買入的半導體公司，按最高量化評級排序。

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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.