Added to YB: 2026-10-08
Pitch date: 2026-10-03
AMKR [bullish]
Amkor Technology, Inc.
-21.42%
current return
Author Info
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Company Info
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.
Market Cap
$13.6B
Pitch Price
$56.06
Price Target
111.00 (+152%)
Dividend
0.61%
EV/EBITDA
10.08
P/E
24.52
EV/Sales
1.85
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Amkor and the Price of Building the AI Supply Chain
AMKR (monitor): Amkor has credible AI-packaging demand through a 10-year TSMC framework and $1.5B NVIDIA agreement, while Q2 revenue rose 26% and factory economics improved. However, Arizona startup costs could hold EPS near $2.50 through 2028, and the $12B campus creates overlapping ramp and financing risk. At $53.61, the 2030 base case implies $111 and 19% annual appreciation; the preferred entry is $33-37.
Read full article (12 min)