--- title: "Amkor Technology (AMKR) Could Be 29% Undervalued Following Nvidia’s $1.5b Partnership" type: "News" locale: "en" url: "https://longbridge.com/en/news/293818863.md" description: "Amkor Technology (AMKR) is deemed 29% undervalued following a $1.5 billion partnership with Nvidia to expand AI semiconductor packaging. Analysts project a fair value of $92, citing strong long-term earnings power and AI-driven demand, despite recent stock pullbacks. While the company benefits from record compute revenues, risks include customer volume shifts and potential underutilization of new capacity in Arizona and Vietnam." datetime: "2026-07-25T09:17:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293818863.md) - [en](https://longbridge.com/en/news/293818863.md) - [zh-HK](https://longbridge.com/zh-HK/news/293818863.md) --- # Amkor Technology (AMKR) Could Be 29% Undervalued Following Nvidia’s $1.5b Partnership Amkor Technology (AMKR) is back in focus after announcing a multi-year, $1.5b partnership with Nvidia to expand advanced semiconductor packaging and testing for AI and accelerated computing, including new capacity investments in Arizona. See our latest analysis for Amkor Technology. At a share price of $64.96, Amkor Technology has seen a 51.35% year to date share price return, while its 1 year total shareholder return of 209.63% and 3 year total shareholder return of 130.09% point to strong longer term momentum despite a 30 day share price decline of 21.51% and a 90 day share price decline of 16.82%. The Nvidia partnership is now reframing how investors weigh that pullback against the recent gains. If this Nvidia tie up has you thinking about the wider AI supply chain, it can be useful to scan other semiconductor related opportunities using our AI infrastructure stock screener, starting with 55 AI infrastructure stocks. After a surge on the Nvidia news and a powerful 1 year run, yet with shares still trading below some published estimates of value, is most of Amkor Technology’s upside now in the rearview mirror, or is the market still playing catch up? ## Most Popular Narrative: 29.4% Undervalued Compared to Amkor Technology's last close at $64.96, the most followed narrative points to a fair value of $92, anchored on higher long term earnings power and AI driven packaging demand. > _Analysts broadly agree that Amkor will benefit from investments in advanced packaging and customer collaborations, but they may be underestimating the magnitude and speed of market share gains. Amkor's current record-high compute revenues and the accelerated pace of AI hardware adoption suggest potential for a step-function increase in both revenue and net margins as new projects transition to high-volume, high-margin production earlier than expected._ _Read the complete narrative._ Want to see what is baked into that $92 figure? The narrative leans on faster revenue expansion, rising margins, and a richer earnings base than many models assume. **Result: Fair Value of $92 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear risks for Amkor Technology if key customers shift volumes elsewhere, or if new Arizona and Vietnam capacity ends up underutilized. Find out about the key risks to this Amkor Technology narrative. ## Next Steps If this Amkor Technology story feels finely balanced between promise and risk, check the data for yourself and decide where you stand. You can start with the 4 key rewards and 2 important warning signs. ## Looking for more investment ideas beyond Amkor Technology? If Amkor Technology has sharpened your interest in new opportunities, do not stop here. Use the Simply Wall St screener to hunt for your next potential winner. - Zero in on companies that look mispriced by fundamentals and valuations with the 49 high quality undervalued stocks. - Strengthen your income focus by reviewing stocks highlighted in the 9 dividend fortresses offering higher yields. - Prioritize resilience and capital preservation by scanning the 81 resilient stocks with low risk scores before market sentiment shifts again. _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [AMKR.US](https://longbridge.com/en/quote/AMKR.US.md) - [AMKX.US](https://longbridge.com/en/quote/AMKX.US.md) - [AMKL.US](https://longbridge.com/en/quote/AMKL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia](https://longbridge.com/en/news/294232031.md) - [Do Wall Street Analysts Like NVIDIA Stock?](https://longbridge.com/en/news/294081375.md) - [SpaceX vs. Nvidia: Which trillion-dollar artificial intelligence (AI) stock is the better buy after the recent pullback?](https://longbridge.com/en/news/293844334.md) - [How Nvidia became the financial backstop of the AI buildout](https://longbridge.com/en/news/293962920.md) - [Amkor Has a Fresh Catalyst With a New Nvidia Deal. How to Play AMKR Stock Here.](https://longbridge.com/en/news/294104906.md)