Foundry & Advanced Packaging: AI Supply Chain Stocks & Analysis

Foundries and the equipment makers behind them are the physical bottleneck the entire AI chip industry runs through: every accelerator, CPU and custom ASIC has to clear advanced-node manufacturing and packaging capacity before it ships. This segment is furthest upstream of any AI product, which makes its capacity utilisation and lead times one of the most reliable early signals for how much real compute is about to hit the market.