“White-Hair Stock God” Serenity: Semiconductor Supply Chain Bottlenecks Intensify, OSAT Providers Raise Prices

Odaily Odaily News “White-Hair Stock God” Serenity summarized recent dynamics in the semiconductor industry on X platform, indicating multiple signs show the semiconductor supply chain is tightening. Citing institutional and industry sources, Serenity noted that Morgan Stanley has raised its 2026 forecast for humanoid robot shipments in China from 14,000 and 28,000 units at the beginning of the year to 50,000 units. Probe cards and test sockets are expected to see price increases due to precious metal price hikes and shortages of test pin capacity. Yageo has raised prices on products such as MLCCs, aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, film capacitors, and supercapacitors.

Additionally, Serenity stated that Meta’s next-generation Vistara architecture will adopt DDR4 memory combined with a CXL expansion solution. OpenAI is reported to have made a breakthrough in inference optimization, halving inference costs and reducing GPU demand. After Samsung signed a long-term supply agreement (LTA) with a major US tech customer, it has also begun adopting long-term agreement supply models for MLCCs.

Serenity also cited a Digitimes report that OSAT (Outsourced Semiconductor Assembly and Test) packaging and testing providers have begun to raise prices. Currently, memory and IC packaging and testing capacity have both become significant bottlenecks in the semiconductor supply chain.