Added to YB: 2026-04-21
Pitch date: 2026-04-18
AMKR [bullish]
Amkor Technology, Inc.
+2.57%
current return
Author Info
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Company Info
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.
Market Cap
$16.7B
Pitch Price
$67.70
Price Target
N/A
Dividend
0.50%
EV/EBITDA
14.21
P/E
44.91
EV/Sales
2.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Actionable Stock Set-up 10: Amkor Technology (AMKR)
AMKR: World's largest OSAT w/ Apple (30-40% rev), NVDA, AAPL as customers. Q3 rev $1.99B (+6.7% YoY), but FCF negative due to $2B Arizona facility capex. Trades 6.5x NTM EV/EBITDA, 22.4x NTM P/E. Bull case: AI/HPC packaging, SiC for EVs, onshoring w/ CHIPS Act support. Bear: customer concentration, margin pressure (gross ~low teens), execution risk on Arizona ramp (mid-2027 target). 5yr hold for 2029-32 volume ramp payoff.
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