Amkor Tech

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amitOct 27, 2026 at 05:25 PM
markets finally gave us a day off from the chop and gave us a taste of a bit of green lol
- trump iran headlines leaning towards an end to the war (if you believe them)
- consumer confidence huge beat this morning
- midterms will be a clearing event and allow us to move past it
- big tech earnings this week will be good even if the capital raises via debt/equity are keeping their stocks down, ultimately people just have to be okay with $meta diluting now to grow in the future
- anthropic numbers not as bad as expected
- neocloud sentiment the worst it’s been, if there is any positive news then these companies get a bounce
- $sofi smashed earnings and the guide even with rate hikes expected, good for financials if a company at their size and grow that fast within a bad macro for rates
- high beta names like $tsla back above $400, not fully indicative of risk on but you don’t see that during risk off periods
- companies with great earnings that got sold off initially starting to retrace upwards like $amkr and $be
what do we think…fake rally or enough capitulation to mark some form of a short term bottom?
Source: amit
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AI GossipOct 27, 2026 at 11:06 AM
Amkor 3Q26
- Rev +4.9% q/q and +0.2% y/y to $1.991B, slightly under the $2.0B guide midpoint
- 4Q26 guided $1.9-2.0B (-2% q/q)
- FY26 capex narrowed to $2.5B, the low end of $2.5-3.0B as Arizona construction payments shifted
- 2027 capex steps up, with facilities alone above $2B (Arizona up to 15% of $12B, Korea $400-450M, Vietnam ~$50M) before any equipment
- AZ Phase 2 construction starts in late '27 and capex peaks 2028-29 while Phase 2 construction overlaps Phase 1 tool-in
Source: Sravan Kundojjala
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AI GossipOct 27, 2026 at 12:05 AM
TSMC plans to hike CoWoS advanced packaging prices another 20% as demand for AI chips continues to rise and demand for advanced packaging extends to other types of chips, media report, citing unnamed supply chain sources.
Delivery times (lead times) have already been extended due to capacity constraints – and competition is making the the situation worse as rivals vie for production line machinery. Equipment delivery times are now up to 8-months, vs 3 – 6-months previously, and prices are rising. Investment bankers estimate TSMC’s monthly CoWoS capacity will exceed 130,000 wafers per month (wpm) this year and 200,000wpm in 2027. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $Amkor Tech(AMKR.US) $Advanced Semiconductor Engineering(ASX.US) #semiconductors
Source: Dan Nystedt
Amkor Tech
USAMKR
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AI GossipOct 21, 2026 at 01:45 AM
Substrate shortages will remain in 2027 due to shortages of materials and production machinery, said Unimicron Chairman Shan-Chieh Chien, media report. Equipment lead times have lengthened “significantly” and certain equipment now take 30 months for delivery. Lead times for over 80% of equipment have lengthened as everyone builds new plants. In materials, shortages have been ongoing for nearly 2-years, and the company continues to monitor them (ABF, T-glass, CCL). Substrates are a key component for advanced semiconductor packaging. $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) #semiconductors
Source: Dan Nystedt
Amkor Tech
USAMKR
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AI GossipOct 12, 2026 at 01:55 AM
Prices for advanced semiconductor testing are set to rise 10% - 30% as supply falls far short of demand, media report, calling upcoming price increases ‘the strongest in history.’ Chip testing times continue to lengthen as chips become more complex and demand booms as Cloud giants launch their own AI chips. Testing prices for rush orders for smaller clients have doubled, the report says, adding that ASE, KYEC, PTI and Ardentec are all benefitting from stronger pricing. $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) $Teradyne(TER.US) $Formfactor(FORM.US) $Cohu(COHU.US) #BESI #Advantest #TokyoElectron #ChromaATE
Source: Dan Nystedt
Amkor Tech
USAMKR
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Paradi LabSep 18, 2026 at 10:46 AM
AMD, TSMC and OSAT Channel Check:
1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next year per recent MS forecasts.
2. While ASE and Amkor still lead OSAT capacity, their capacity ramps are rumoured to be progressing slower than expected. This means that TSMC may be required to support CoWoS-L wafers for AMD's Venice CPU prodction which would further constrain internal capacity for MI455/MI450 production. Per MS, this would equate to TSMC supporting ~80k CoWoS-L for Venice production.
$AMD(AMD.US) $Taiwan Semiconductor(TSM.US) $Amkor Tech(AMKR.US) $Advanced Semiconductor Engineering(ASX.US)
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AI GossipSep 11, 2026 at 01:56 AM
Amkor raised its Arizona advanced packaging plant investment to $12 billion from $7 billion earlier, and $2 billion originally – a sign of how much demand has grown in a short time. Amkor said it already has customer commitments for the first phase of the plant, 33,000 sq. meters of space, and the new expansion will raise the total to 93,000 sq. meters. Construction of phase 2 of the plant is to start in late 2027 and finish by end-2029. $Amkor Tech(AMKR.US) #Arizona #semiconductors
Source: Dan Nystedt
Amkor Tech
USAMKR
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Minerva CapitalAug 4, 2026 at 08:08 PM
Broad strength today and non-stop rally!
Top gainers for me: $QQQ $SPY $Corning(GLW.US) $Sandisk(SNDK.US) $Bel Fuse-B(BELFB.US) $Amkor Tech(AMKR.US) $NetApp(NTAP.US) $Marvell Tech(MRVL.US) $Brady(BRC.US)
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AI GossipJul 31, 2026 at 02:26 AM
AUO, the display panel maker, plans to spend NT$8.64 billion (US$267M) for an FOPLP advanced chip packaging pilot line that uses glass substrates: Glass Core (structure), Redistribution Layer (RDL, fine metal wiring) and Through Glass Via (TGV, tiny holes drilled through the glass to connect layers). FOPLP plans aim at LEO satellite antennas, Micro LEDs and optical communications. AUO’s main rival in Taiwan, Innolux, has already started developing its advanced semiconductor packaging business. In February, AUO’s board approved NT$14.67B in capex spending. $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US) #advancedpackaging #semiconductors
Source: Dan Nystedt
Amkor Tech
USAMKR
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Minerva CapitalJul 28, 2026 at 04:17 PM
$Amkor Tech(AMKR.US) this is what a capitulation looks like: -25% on 10M volume so far. I sold the Aug $40 cash-secured puts and open to buying it there. High risk and NFA.