Amkor Technology, Inc. (AMKR)

We are adjusting 2026/2027E EPS for Amkor Technology (AMKR; $39.50; E/W) from $2.55/$3.00 to $2.50/$2.90 after the company posted Q3 results last week that were somewhat below our and Street thinking on the sales and…

This morning Amkor Technology (AMKR; $43.65; E/W) announced it was making additional investments in the company’s South Korea operations, which are aimed at adding capacity to better meet demand for NVIDIA. Importantly, NVIDIA is adding…

Last night, Amkor Technology (AMKR; $50.72; E/W) announced that it was proceeding with the construction of Phase 2 of its advanced packaging and test campus in Arizona. Most importantly, management disclosed that its customer commitments…

The shares of Amkor Technology (AMKR; $54.89; E/W) have been on a “wild ride” in 2026, especially the case since its Q2 results and guidance last Monday (7/27 after market). On the plus side, the…

Last night, Amkor Technology (AMKR; $65.33; E/W) announced a multi-year strategic partnership with NVIDIA (NVDA; $208.76; NR) that further supports the first phase of its much-discussed Arizona campus construction, which comes with a total “price…

We believe Amkor (AMKR; $65.75; E/W) made a good case for the stock’s recent re-rating during its Investor Day last Thursday (5/21) with thorough support for the idea that advanced outsourced semiconductor packaging and test…

We are adjusting our 2026/2027E EPS for Amkor Technology (AMKR; $71.42; E/W) from $1.85/$2.10 to $2.05/$2.20 for a recent Q1 “beat and raise” as well as to consider initial margin and EPS dilution as the…

We are raising our 2026E EPS for Amkor Technology (AMKR; $52.52; E/W) from $1.43 to $1.85 (vs. $1.50 in 2025, $1.43 in 2024, and a prior peak of $3.11 back in 2023). We note a…

Amkor Technology (AMKR; $52.52; E/W) reported Q4 EPS of $0.69, which was well ahead of our $0.43 and the Street’s $0.44 on sales of $1,888mm (vs. our $1,830mm and the Street’s $1,839mm), albeit including a…

We are adjusting our 2025/2026E EPS for Amkor Technology (AMKR; $33.18; E/W) from $1.15/$1.60 to $1.24/$1.43 after the company produced a “clean” Q3 EPS beat, albeit with some Q4E guidance disappointments, mainly on the margin…

Amkor Technology (AMKR; $33.18; E/W) reported Q3 EPS of $0.51, which was comfortably ahead of our $0.42 and the Street’s $0.43 on sales of $1,987mm (vs. our $1,925mm and the Street’s $1,932mm). Recall, AMKR’s Q3…

Last night, Amkor Technology (AMKR; $30.57; E/W) announced that it plans to invest an additional $5B+ in coming years to build out a new semiconductor advanced packaging and test campus in Peoria, AZ, which brings…

The shares of Amkor Technology (AMKR; $25.08; E/W) surged 18% after the company produced Q2 results and Q3E guidance on Monday night (7/28) that the Street seemed to interpret as a sign that its visibility…

We stick with our below consensus 2025/2026E EPS for Amkor Technology (AMKR; $20.92; E/W) ahead of the company’s Q2 results and outlook, which are scheduled for Monday, July 28th (after market). We are mainly concerned…

We are reducing our 2025/2026E EPS for Amkor Technology (AMKR; $17.48; E/W) from $1.35/$2.20 to $1.00/$1.40. Admittedly, this is after the company produced Q1 results in line with our and Street thinking while offering up…