AMK

AMKR

4 tracked calls · 4 long · 0 short · last 90d: 3L/0S

first called by Jordi Visser 6mo ago

AMKAMKRLONG4w ago

“OSAT ASE Technology $ASX Amkor Technology $AMKR KING YUAN ELECTRONICS $2449.TW Powertech Technology $6239.TW”

P Equity Research 📰

Advanced AI chip packaging demand lifts Amkor as a key OSAT beneficiary of the 3D integration wave

AMKAMKRLONG@ $78.21

$50.39-35.57%

since call Jun 27

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AMKAMKRLONG1mo ago

“severe capacity shortages due to AI-related orders”

dnystedt

Amkor Technology, ASE's closest US-listed rival in advanced packaging, rides the same AI capacity crunch and pricing tailwind highlighted for the sector.

AMKAMKRLONG@ $87.56

$50.39-42.45%

since call Jun 25

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AMKAMKRLONG1mo ago

“Amkor is the arms dealer for advanced packaging here. They have partnerships with both TSMC for CoWoS and Intel for EMIB.”

Semi Doped · Vikram Sekar

Amkor is the neutral arms dealer of advanced packaging, partnered with both TSMC and Intel

AMKAMKRLONG@ $86.82

$50.39-41.96%

since call Jun 17

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AMKAMKRLONG6mo ago

“This is the very, very early innings of what I put out. … these are the semi name— mainly semi names that are in there…”

Jordi Visser

Advanced packaging index of semis is early-innings, up 12% as data movement becomes the bottleneck

AMKAMKRLONG@ $48.86

$50.39+3.13%

since call Jan 18

peak +48.7%

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