Freda Duan, a partner at top-tier dollar fund Altimeter Capital, recently noted that "bottleneck trades" are forming in the AI Drug Discovery (AIDD) sector, with a structure highly similar to the previous chain-like market trend in semiconductors, which extended from GPUs to HBM, networking, and power. Frontier AI labs (such as Anthropic, OpenAI, ByteDance's Anew Labs, and Isomorphic Labs) are collectively entering the field, accelerating the paradigm shift in AI drug discovery. On the supply chain side, U.S. DNA synthesizer Twist Bioscience (TWST) expects its AI drug discovery orders to achieve triple-digit percentage growth in both fiscal years 2026 and 2027. GenScript's AI drug discovery business doubled year-over-year in the first half of fiscal year 2026, with its actual validated capacity reaching approximately 8,000 designs per day, and is expected to increase to 16,000 by the end of 2026.