PwC: Next Wave of AI Opportunity May Lie in the Upper Reaches of the Supply Chain

BlockBeats News, June 30th, Portfolio Expert Amanda Ng from ProWay Group highlighted in a report that the next stage of artificial intelligence-related investment opportunities may arise in the upstream of the supply chain, rather than in the prominent AI platforms or chip manufacturers.

She pointed out that areas such as advanced packaging, semiconductor substrates, and high-end printed circuit boards (PCBs) are becoming increasingly critical. Although these components account for a relatively small proportion of the total bill of materials required for AI, they could still become a key bottleneck.

She also mentioned that even with only a slight price increase in these products, it could significantly boost manufacturers' profits, while remaining affordable for end customers.