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AMKR Silicon, IP & Semicap

Amkor Technology

Advanced packaging bottleneck

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Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer.

Price $55.27
1D change +2.05%
Market cap $13.70B
Sector Technology

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Metric AMKR
Price $55.27
1D Change +2.05%
Market Cap $13.70B
Enterprise Value $13.93B
Trailing P/E 24.8
Forward P/E 19.6
PEG Ratio 0.76x
Price / Sales 1.8
EV / Revenue 1.9
Revenue Growth 25.6%
Earnings Growth 218.2%
Gross Margin 15.5%
Operating Margin 10.5%
Net Margin 7.4%
ROE 12.5%
Free Cash Flow $-378.8M
FCF Margin -5.1%
Debt / Equity 0.57x
Current Ratio 2.17x
Dividend Yield 0.61%
Next Earnings Oct 26, 2026
Quarterly Revenue $1.90B
Revenue QoQ +12.7%
Quarterly Net Income $173.8M
Net Income QoQ +108.5%

AMKR thesis lens

Advanced packaging bottleneck

Why it could benefit

  • Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer.
  • As AI chips become more complex, packaging quality, yield, and capacity matter more to the final system.
  • This is a good complement to TSMC because it broadens the packaging thesis beyond one foundry giant.

Moat / edge

  • Scale and experience in outsourced semiconductor packaging and test.
  • Relevance to advanced-node and heterogeneous packaging complexity.
  • A specialized role in a part of the semiconductor stack that is hard to expand quickly.

What to watch

  • Advanced packaging demand tied to AI and HPC programs.
  • Capacity expansion and utilization.
  • Customer mix and packaging-content growth per device.

Key risks

  • Packaging demand can still follow broader semiconductor cycles.
  • Returns depend on whether advanced packaging demand stays tight enough to support strong economics.