Added to YB: 2026-04-17
Pitch date: 2026-04-15
AMKR [neutral]
Amkor Technology, Inc.
+5.84%
current return
Author Info
No bio for this author
Company Info
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.
Market Cap
$14.8B
Pitch Price
$59.43
Price Target
N/A
Dividend
0.56%
EV/EBITDA
12.56
P/E
39.81
EV/Sales
2.16
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Backbone of the AI Supply Chain: Amkor Technology, Inc.
AMKR (deep dive): Pure-play OSAT, 82.8% advanced packaging mix. $6.71B FY25 rev (+6% YoY), $1.89B Q4 (+16% YoY record). Computing +20% YoY 2026; 2.5D & HDFO to triple on AI demand. 2 Intel CPU programs in final qual for 2H26 HVM. 30% incremental flow-through target. Risks: Apple 29.8% concentration, Arizona capex drag, Japan margin pressure, Chinese competition
Read full article (4 min)