Added to YB: 2026-09-01
Pitch date: 2026-08-30
AMKR [bullish]
Amkor Technology, Inc.
-1.52%
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
$11.9B
Pitch Price
$48.03
Price Target
100.00 (+111%)
Dividend
0.65%
EV/EBITDA
8.85
P/E
21.49
EV/Sales
1.62
Sector
Semiconductors and Semiconductor Equipment
Category
value
Amkor (AMKR): Is This The Unsung Bindery of the AI Factory?
AMKR (hold): Holding only a very small position and waiting for a better entry: at ~$48, management’s >$5 EPS 2030 target is already worth only ~$49–50 today using a 15x terminal multiple and 10% discount rate. The TSMC agreement, Nvidia prepayment and U.S. capacity offer a path to better economics, with a speculative bull case of ~$90–100 over three to four years. But $2.5–3.0B of 2026 capex, negative free cash flow and heavy Apple concentration leave no margin of safety.
Read full article (10 min)