Amkor Technology, Inc. (AMKR)

Over the past six months, Amkor Technology's stock has experienced positive momentum, climbing 23.32% since the start of 2025. Key events impacting the stock include strong Q2 and Q3 2025 financial results driven by robust demand in communications and computing markets, increased investment in the Arizona facility aimed at enabling a resilient domestic semiconductor supply chain, a 1% dividend increase in November 2025, and analyst upgrades and price target increases.

The semiconductor industry is cyclical, but Amkor has been working to achieve more consistent financial performance by diversifying its revenue streams. The second half of the year often sees robust seasonal growth, driven by demand for new premium smartphones and other consumer electronics. The communications market experiences strong seasonal ramps in the second half of the year, while the computing market has shown strong growth, with AI GPU demand being a significant driver. The automotive and industrial segment is expected to drive growth through advanced packaging in ADAS and infotainment.

Amkor Technology, Inc. is a global provider of outsourced semiconductor packaging and test services, operating in the Technology sector, specifically in the Semiconductors and Related Devices industry. The company designs, packages, and tests integrated circuits (ICs) for chip manufacturers, offering a wide range of advanced and mainstream packaging solutions. Their products are utilized across various industries, including artificial intelligence, automotive, communications, computing, consumer, industrial, internet of things, and networking.

Amkor Technology has a significant global presence with its headquarters in Tempe, Arizona, U.S. The company has factories in China, Japan, Korea, Malaysia, Philippines, Portugal, Taiwan, and Vietnam. Additionally, they have customer support centers in the United States, EMEA, Greater China, Japan, Korea, and Southeast Asia, with an operational presence across North America, Europe, the Middle East and Africa, and Asia-Pacific.

Amkor Technology maintains a strong brand reputation within the semiconductor industry, recognized for its technical expertise, manufacturing excellence, and commitment to customer collaboration. Events that have positively affected Amkor's reputation include strategic technological innovation, partnerships with leading firms, commitment to sustainability, and industry recognition.

Institutional investors are significant holders of Amkor Technology, Inc. stock, owning approximately 44% of the company, with major holders including Vanguard Group Inc and BlackRock, Inc. Individual ownership accounts for about 13% of the company, with key individual shareholders including members of the Kim family and Sujochil, LP.