开源证券给予芯碁微装增持评级：领先的LDI设备公司，受益PCB设备投资扩张与先进封装产业趋势

Group 1 - The core viewpoint of the report is that the company, ChipMOS Technologies (688630.SH), is rated as a buy due to its leading position in direct-write lithography and its significant exposure to the PCB and semiconductor sectors [2] - The first logic supporting the rating is the PCB business, which is expected to benefit from increased capital expenditures driven by AI infrastructure, along with the expansion of production capacity in the second phase to enhance performance [2] - The second logic is related to the semiconductor business, where the acceleration of equipment industrialization and multi-faceted layout is expected to create new growth trajectories [2]