"White-Haired Stock God" Serenity: Semiconductor Supply Chain Bottleneck Intensifies, Packaging and Testing Manufacturers Are Raising Prices

Odaily Planet Daily News "White-Haired Stock God" Serenity summarized recent dynamics in the semiconductor industry on the X platform, stating that multiple signs indicate the semiconductor supply chain is becoming increasingly tight. Citing institution and industry sources, it mentioned that Morgan Stanley has raised its 2026 forecast for China's humanoid robot shipments 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 rising precious metal prices and a shortage of test pin capacity; Yageo has raised prices for MLCC, aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, thin-film capacitors, and supercapacitors.

Additionally, Serenity stated that Meta's new-generation Vistara architecture will adopt DDR4 memory combined with a CXL expansion solution; OpenAI is reportedly making breakthroughs 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, MLCC components have also begun adopting a long-term agreement supply model.

It also cited a Digitimes report stating that OSAT packaging and testing manufacturers have begun raising prices, with current memory and IC packaging and testing capacity becoming a major bottleneck in the semiconductor supply chain.