SemiVision 🇹🇼 👁️👁️(@semivision_tw):Over the past two years, the AI server value chain has revolved around GPUs and HBM. Investors focused on HBM3E and HBM4 supply, pricing, yields, customer qualifications, and capacity allocation. Capital expenditure followed the same direction, flowing into advanced DRAM, CoWoS and other 2.5D packaging capacity, ABF substrates, testing equipment, cooling systems, and AI server infrastructure.

SemiVision 🇹🇼 👁️👁️

@semivision_tw

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SemiVision 🇹🇼 👁️👁️@semivision_tw

2026.08.15 04:18

Over the past two years, the AI server value chain has revolved around GPUs and HBM. Investors focused on HBM3E and HBM4 supply, pricing, yields, customer qualifications, and capacity allocation. Capital expenditure followed the same direction, flowing into advanced DRAM, CoWoS and other 2.5D packaging capacity, ABF substrates, testing equipment, cooling systems, and AI server infrastructure.