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![Fenmagne Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::760557876385615872.png) Fenix Vanlangerode [@Fenmagne](/creator/twitter/Fenmagne) on x XXX followers
Created: 2025-07-24 09:48:36 UTC

Google’s higher CapEx signals more AI-data centers (and thus more chips), which should lift demand for IC substrates via OSATs $ATS


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948319396511764578/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[infra](/topic/infra)
[investment](/topic/investment)
[coins ai](/topic/coins-ai)
[$85b](/topic/$85b)
[chips](/topic/chips)
[signals](/topic/signals)
[$ats](/topic/$ats)

[Post Link](https://x.com/Fenmagne/status/1948319396511764578)