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AMAMKR

Amkor Technology, Inc.

$AMKR·$12B·Semiconductors·Technology
$41.82-5.1%YTD+7.3%1Y+40.8%
Price updated 20m ago·X counts updated 5d ago
AMAMKR
$AMKRAmkor Technology, Inc.
$41.82-5.06%188 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AMKR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

188X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMKR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

Amkor announces Phase 2 of its Arizona advanced packaging campus, raising the total investment to ~$12B and lifting cleanroom capacity to ~93,000 square meters. Posters frame it as strategic validation and note the 2028 TSMC Arizona ramp still coming.

Read what X is saying about $AMKR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMKR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Semiconductor packaging leader is accelerating into the AI advanced-packaging cycle — Phase 2 Arizona campus doubles to $12B total.

Amkor Technology is the second-largest outsourced semiconductor assembly and test provider (OSAT) in the world — the back-end that assembles leading-edge chips including HBM memory stacks. The stock is up 89% TTM as advanced packaging demand accelerates.

  • Growth is accelerating: Q1 2026 revenue of $1.68B at +27% YoY after +16% in Q4 — the HBM and advanced-packaging mix is working, with 2027 consensus revenue of $8.64B.
  • EPS beats are enormous: 49%, 43%, 60%, 21% in the last four quarters — this is a mix-shift story where ASPs and content per wafer are both improving beyond consensus expectations.
  • The Arizona campus is the strategic lever: Phase 2 announcement raised total investment to ~$12B with cleanroom capacity to ~93,000 square meters — this is the US-based advanced-packaging capacity hyperscalers and TSMC Arizona need, with the 2028 TSMC Arizona ramp as the clear timing catalyst.

Oct 26 Q3 earnings with HBM and advanced-packaging growth confirmation plus Arizona ramp timeline extends the move; a near-term memory-cycle correction or Arizona capex-pressure signal and the multiple compresses.

Agrees with X sentimentX correctly identifies the Phase 2 Arizona campus expansion ($12B total, ~93K m² cleanroom) and the 2028 TSMC Arizona ramp dependency — both real strategic catalysts. The crowd is directionally bullish and the mechanics (49%+43%+60%+21% EPS beats) back it.

What to watch: Oct 26 Q3 earnings — advanced-packaging segment growth, HBM-related revenue, and Arizona capex plus timeline commentary. A memory-cycle correction or Arizona capex pressure compresses the multiple; a clean beat with 2027 advanced-packaging guide extends the move.

On the calendar: 2026-10-26 — Q3 2026 earnings

Read the AI verdict on $AMKR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides outsourced semiconductor packaging and test services, a key supply-chain link for mobile and advanced compute chips.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $AMKR.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $AMKR

Direct beneficiary — Provides outsourced semiconductor packaging and test services, a key supply-chain link for mobile and advanced compute chips.; CoWoS/SoIC packaging is the Blackwell supply constraint, making OSATs a direct AI capex valve.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
36.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$0.70$0.47+48.9%
Q1 2026Apr 27, 2026$0.33$0.23+43.5%
Q4 2025Feb 9, 2026$0.69$0.43+60.5%
Q3 2025Oct 27, 2025$0.51$0.42+21.4%
Next earningsMon, Oct 26·consensus EPS $0.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.7B+27.5%14.2%6.0%$0.34$-79.5M
Q4 FY25$1.9B+15.9%16.7%9.8%$0.69$212.4M
Q3 FY25$2.0B+6.7%14.3%8.0%$0.51$-77.9M
Q2 FY25$1.5B+3.4%12.0%6.1%$0.22$112.3M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.7B$7.6B – $7.7B$2.57$2.51 – $2.708
FY27$8.6B$8.5B – $8.9B$2.80$2.39 – $3.578
FY28$9.5B$8.9B – $10.2B$3.33$2.48 – $4.5310
FY29$10.5B$10.2B – $11.0B$3.64$3.48 – $3.855
FY30$11.7B$11.3B – $12.2B$0.00$0.00 – $0.005

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-23.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 108.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 13Megan FaustCFO1.0K sh$47KSellOct 2Douglas A AlexanderDirector5.0K sh$275KSellSep 8Megan FaustCFO1.0K sh$49KSellAug 17Mark N RogersEVP & General Counsel5.0K sh$299KSellAug 11Megan FaustCFO1.0K sh$54KSellAug 7Douglas A AlexanderDirector5.0K sh$279KSellAug 6Rutten Guillaume Marie JeanDirector25.0K sh$1.4MSellAug 5Rutten Guillaume Marie JeanDirector25.0K sh$1.4MSellJul 30Kevin K. EngelCEO3.2K sh$151KSellJul 16Mark N RogersEVP & General Counsel5.0K sh$326K
1–10 of 21
+ 54 other (31 awards · 20 exempts · 2 inkinds · 1 gift) in window

See when $AMKR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDMay 218-K — Item 7.01: Press release / Reg FD
AI summary

Amkor Technology, Inc. (AMKR) filed an 8-K on May 21, 2026 under Item 7.01 (Regulation FD Disclosure). Amkor is a Tempe, Arizona-based semiconductor packaging and test services company listed on Nasdaq. Reg FD disclosures typically accompany investor presentations; updates from a major OSAT company often relate to customer program wins, guidance revisions, or capacity announcements.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
AI summary

Amkor Technology, Inc. (AMKR) filed an 8-K on May 13, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Amkor is a Tempe, Arizona-based semiconductor packaging and test services company listed on Nasdaq. Annual meeting results are routine governance disclosures.

8-KMaterial agreementMay 58-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

AMKR entered into a indenture (8-K Item 1.01, dated 2026-05-05). Size: approximately $1,150,000,000. Rate: 0.00%. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

SC 13D/AActivist amendmentMay 5SC 13D/A
AI summary

James J. Kim filed an amended Schedule 13D on AMKR disclosing beneficial ownership (511,645.00 shares) as of 2026-05-05. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Amkor Technology: Improving Fundamentals At A Discounted Valuationseekingalpha.com·3d agoAmkor Technology (AMKR) Declines More Than Market: Some Information for Investorszacks.com·4d agoAmkor's Capital Spending Surges: Is the Growth Worth the Cost?zacks.com·9d agoAmkor Technology (AMKR) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·10d agoAmkor Surges 84% in a Year: Should You Hold or Fold the Stock?zacks.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureSemiconductor OnshoringAdvanced Packaging & AI Interconnect

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Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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