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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 $93.55
1D change +3.42%
Market cap $23.19B
Sector Technology

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Metric AMKR
Price $93.55
1D Change +3.42%
Market Cap $23.19B
Enterprise Value $22.99B
Trailing P/E 53.8
Forward P/E 38.2
PEG Ratio 0.76x
Price / Sales 3.3
EV / Revenue 3.3
Revenue Growth 27.5%
Earnings Growth 285.6%
Gross Margin 14.4%
Operating Margin 6.0%
Net Margin 6.2%
ROE 10.0%
Free Cash Flow $-47.1M
FCF Margin -0.7%
Debt / Equity 0.35x
Current Ratio 2.01x
Dividend Yield 36.00%
Next Earnings Jul 27, 2026
Quarterly Revenue $1.68B
Revenue QoQ -10.8%
Quarterly Net Income $83.4M
Net Income QoQ -51.5%

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.