Serenity, the 'white haired stock god': semiconductor supply chain bottleneck intensifies, packaging and testing manufacturers are raising prices Odaily Planet Daily News: "White haired stock god" Serenity summarized recent developments in the semiconductor industry on X platform, stating that multiple signs indicate that the semiconductor supply chain is becoming increasingly tense. According to institutional and industry sources, Morgan Stanley has raised its forecast for the shipment of humanoid robots in China in 2026 from 14000 and 28000 units at the beginning of the year to 50000 units; Probe cards and test sockets are expected to experience price increases due to the rise in precious metal prices and the shortage of test needle production capacity; Yageo has raised prices for products such as MLCC, aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, film capacitors, and supercapacitors. In addition, Serenity stated that Meta's next-generation Vistara architecture will adopt DDR4 memory combined with CXL expansion scheme; OpenAI reportedly has made breakthroughs in inference optimization, halving inference costs and reducing GPU requirements; After Samsung signed a long-term supply agreement (LTA) with a large technology customer in the United States, MLCC also began to adopt the LTA supply model. It also cited a report from Digitimes that OSAT packaging and testing manufacturers have begun to raise prices, and the current capacity of memory and IC packaging and testing has become an important bottleneck in the semiconductor supply chain.