AI Custom Chip Stocks Roundup: Beyond Broadcom, Which Deserves More Attention Among Marvell Technology, TSMC, and Amkor?
As AI computing demand shifts from training to inference and AI agents, cloud providers are increasingly deploying custom ASIC chips. This article examines Marvell Technology, TSMC, and Amkor, key players in the custom AI chip supply chain, evaluating their growth potential, risks, and investment attributes compared to Broadcom. It highlights Marvell's high earnings elasticity, TSMC's strong market position and business certainty, and Amkor's significant advanced packaging growth opportunities, suggesting that investors should consider valuation, growth certainty, and risk tolerance across these segments.
Amkor Expands Advanced Packaging: Can Its $12B Arizona Bet Pay Off?
Amkor Technology is significantly expanding its advanced packaging and test campus in Arizona, raising its investment to approximately $12 billion. This expansion, backed by strong customer commitments and partnerships with TSMC and NVIDIA, aims to boost the U.S. semiconductor supply chain and meet rising demand for advanced packaging. While highly promising, the initiative faces risks related to substantial capital expenditure and ensuring sustained capacity utilization, especially with competitors like Intel and FormFactor also advancing their packaging technologies.
Amkor Technology, Inc. (AMKR) Options Chain
This article provides detailed options chain data for Amkor Technology, Inc. (AMKR) as of October 2, 2026. It lists various call and put options expiring on October 16, 2026, including strike prices, last trade dates and times, last prices, bid/ask spreads, changes, percentage changes, trading volume, open interest, and implied volatility. The stock closed at $56.02 with a significant gain, trading at $56.20 after hours.
Amkor (AMKR) Stock Could Be 45% Undervalued On Cash Flow
Amkor Technology's stock (AMKR), currently trading around US$52.90, is suggested to be significantly undervalued based on a Discounted Cash Flow (DCF) analysis. Despite strong share gains, the DCF model indicates that the company's future cash flow potential could justify a much higher valuation than its current market price. This implies that the market might be underestimating Amkor's ability to convert semiconductor industry demand into substantial free cash flow.
Amkor Technology Rises as AI Packaging Story and Chip Rally Support Shares
Amkor Technology (AMKR) saw its shares rise by 6.3% due to continued investor enthusiasm for its AI-related advanced packaging business and a broader rally in semiconductor stocks. Recent company announcements, including a $12 billion expansion in Arizona and a $1.5 billion partnership with NVIDIA for AI infrastructure, along with strong Q2 2026 results driven by AI data center demand, are contributing factors. Analysts have set a median price target of $79.5 for AMKR based on recent evaluations.
Amkor Technology Inc (AMKR) Shares Fall 3.2% -- What GF Score of 80 Tells Investors
Amkor Technology Inc (AMKR) shares recently fell by 3.2% to $52.38, indicating it is significantly overvalued by 47.0% according to its GF Value™ of $35.63. Despite a strong GF Score™ of 80/100, highlighting good profitability and growth, its valuation rank is low at 3/10, and significant insider selling ($992.2M) without any buying activity raises concerns about the company's internal outlook. Investors are cautioned due to its overvaluation, profitability challenges, and insider sentiment.
Amkor Technology (NASDAQ:AMKR) Cut to "Hold" at Zacks Research
Zacks Research downgraded Amkor Technology (NASDAQ:AMKR) from a "strong-buy" to a "hold" rating, though the consensus among analysts remains a "Moderate Buy" with an average price target of $68.33. The company recently reported better-than-expected quarterly results, with $0.70 EPS on $1.90 billion revenue, and issued strong Q3 2026 EPS guidance. Despite this, insiders have sold a significant amount of shares, totaling over $2.22 million in the last 90 days.
(AMKR) as a Liquidity Pulse for Institutional Tactics
This article provides an in-depth analysis of Amkor Technology Inc. (NASDAQ: AMKR) focusing on its liquidity pulse for institutional tactics. It outlines near-term neutral sentiment amidst mid- and long-term strength, highlighting a strong risk-reward setup. The analysis includes three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis.
Amkor Technology stock reports 25.6 percent revenue growth
Amkor Technology reported robust Q2 2026 results with revenue reaching $1.90 billion, a 25.6% year-over-year increase, and quarterly EPS of $0.70, significantly beating the consensus estimate of $0.47. The company provided Q3 EPS guidance of $0.72-$0.82, and its stock (AMKR) was trading higher on Nasdaq with a market capitalization of $13.5 billion. Analysts' targets for Amkor Technology remain divided despite the strong performance, reflecting varying views on the semiconductor packaging recovery.
Amkor Technology, Inc. (AMKR) Options Chain - Yahoo Finance
This Yahoo Finance page displays the options chain for Amkor Technology, Inc. (AMKR), including both call and put options expiring on December 15, 2028. It provides detailed financial data such as strike price, last price, bid, ask, change, volume, open interest, and implied volatility for various contracts. The stock's current price and after-hours activity are also shown.
Four dividend-linked units bring an Amkor Technology (AMKR) director's reported holdings to 2,620 stock units.
Amkor Technology (AMKR) director Guillaume Marie Jean Rutten acquired 4 dividend equivalent units on September 22, 2026. These units, which represent additional restricted stock units, were accrued from a dividend payment on previously granted time-vested restricted stock units. Following this transaction, Rutten's direct holdings in Amkor Technology totaled 2,620 restricted stock units.
Form 4 Amkor Technology Inc For: 25 September By Investing.com
This article reports on a Form 4 filing for Amkor Technology Inc. dated September 25. It is a brief announcement from Investing.com, typical of regulatory filing notices, providing only the company name and filing date.
What Arizona Packaging Expansion Means For Amkor Technology (AMKR) Shareholders
Amkor Technology's recent confirmation of phase 2 for its Arizona advanced packaging and test campus highlights its commitment to meeting strong customer demand for high-value semiconductor packaging in the U.S. This expansion positions the company to become the first high-volume U.S. OSAT facility focused on advanced packaging, reinforcing its strategy alongside its Asian operations. While this move strengthens Amkor's investment narrative by catering to AI computing, automotive, and smartphone industries, it also introduces risks related to capital expenditure and factory utilization if demand does not meet expectations.
Form 4 Amkor Technology Inc For: 24 September
This article announces the filing of Form 4 for Amkor Technology Inc. on September 24. Form 4 is a U.S. Securities and Exchange Commission filing used to report changes in beneficial ownership of a company's securities by insiders. The article mentions Amkor Technology Inc. with the stock symbol AMKR.
Amkor Technology Director Douglas A. Alexander Reports Acquisition of Dividend Equivalent Units on RSU Grants
Amkor Technology Director Douglas A. Alexander has reported the acquisition of dividend equivalent units (DEUs) on four restricted stock unit (RSU) grants. These DEUs were accrued at no cost following a cash dividend payment on September 22, 2026, and will be subject to the same vesting schedules as the original RSU grants. This transaction updates Alexander's total beneficial ownership for each grant.
Form 4 Amkor Technology Inc For: 24 September By Investing.com
This article announces the filing of Form 4 by Amkor Technology Inc. on September 24. It is a brief financial news update from Investing.com, noting the company's stock symbol AMKR and its minor percentage change at the time of publication.
A dividend adds 4 stock units to director David N. Watson's holdings at Amkor Technology (AMKR).
Amkor Technology director David N. Watson acquired 4 Restricted Stock Units (RSUs) on September 22, 2026. These units are dividend equivalent units accrued from a dividend payment on his existing time-vested RSUs, which were originally granted on May 13, 2026. Following this transaction, Watson's direct holdings amount to 2,620 RSUs.
A dividend added 3.9978 stock units to a director's award at Amkor Technology (AMKR).
Amkor Technology director Tily Gil C. acquired 3.9978 dividend equivalent units on September 22, 2026, which represent additional restricted stock units (RSUs). These units accrued from a dividend paid on time-vested RSUs granted earlier in May 2026, bringing the director's total direct RSU position to 2,619.5144 units. The transaction, reported in an SEC Form 4 filing, is deemed neutral in sentiment and impact.
A dividend added 4 stock units for Amkor Technology (NASDAQ: AMKR) director Susan Y. Kim.
Amkor Technology director Susan Y. Kim acquired 3.9978 dividend equivalent units (DEUs) on September 22, 2026, due to a dividend payment. These DEUs represent additional Restricted Stock Units (RSUs) and are subject to the same terms as previously granted RSUs. After this acquisition, Kim's directly held RSU balance totaled 2,619.5144.
Amkor vs. AXT: Which Semiconductor Stock Is the Better Buy Now?
This article compares Amkor Technology (AMKR) and AXT, Inc. (AXTI), two semiconductor stocks benefiting from the rise in AI infrastructure investment. It evaluates their recent performance, growth opportunities, and risks, concluding that Amkor is a better buy due to its larger revenue base, more diversified business, favorable valuation, and solid earnings outlook, despite both stocks holding a Zacks Rank #1 (Strong Buy).
Bank of America Corp DE Makes New Investment in Amkor Technology, Inc. $AMKR
Bank of America Corp DE has initiated a new investment in Amkor Technology, Inc. (NASDAQ:AMKR) during the second quarter, purchasing 265,073 shares valued at approximately $22.9 million. Amkor Technology shows positive analyst sentiment with a "Moderate Buy" consensus and strong quarterly results, including EPS of $0.70 and revenue of $1.90 billion, exceeding analyst expectations. Despite recent insider stock sales, institutional ownership remains significant, and the company announced a quarterly dividend.
Buy 3 Top-Ranked AI-Led Stocks at Deep Discount to Maximize Your Gains
This article identifies three top-ranked AI-infrastructure stocks—Amkor Technology Inc. (AMKR), Ciena Corp. (CIEN), and TTM Technologies Inc. (TTMI)—that have shown significant year-to-date returns but are currently trading at a substantial discount from their 52-week highs. Each stock holds a Zacks Rank #1 (Strong Buy) and is presented as a prudent investment opportunity for the remainder of 2026 and beyond, driven by robust AI-fueled growth, strong estimate revisions, and considerable price upside potential according to brokerage firm targets. The analysis details each company's growth drivers, financial outlook, and stock performance.
Amkor Technology, Inc. $AMKR Shares Sold by Tidal Investments LLC
Tidal Investments LLC significantly reduced its stake in Amkor Technology (NASDAQ:AMKR) by 80.9% in the second quarter, selling 24,995 shares. Despite this, Amkor Technology reported strong quarterly earnings, beating analyst estimates with $0.70 EPS and $1.90 billion in revenue, and issued optimistic third-quarter guidance. Analysts maintain a "Moderate Buy" rating for the semiconductor company, which also pays a quarterly dividend.
Amkor Technology stock advances as quarterly revenue reaches $1.90 billion
Amkor Technology's stock advanced significantly in 2026, with second-quarter revenue reaching a record $1.90 billion, a 26% increase year-over-year. The company provided a strong third-quarter sales outlook of $1.95 billion to $2.05 billion and expects improved gross margins. Despite the positive financial performance, the stock closed below its 50-day and 200-day moving averages, indicating potential volatility as the market weighs revenue growth against high capital expenditures.
Amkor Technology (AMKR) Expands Arizona Campus Following Demand as Undervalued View Holds
Amkor Technology (AMKR) is expanding its Arizona advanced packaging and test campus with a phase 2 investment of approximately US$12 billion due to high customer demand. Despite a 44% decline in its share price over the last 90 days, the company shows a strong 1-year return of nearly 79%, with analysts considering it 45% undervalued based on future earnings potential from advanced packaging and AI demand. The expansion highlights significant growth opportunities, though risks like underutilized capacity or customer shifts could impact its bullish outlook.
Baird Financial Group Inc. Trims Holdings in Amkor Technology, Inc. $AMKR
Baird Financial Group Inc. significantly reduced its stake in Amkor Technology, Inc. by 95.2% in the second quarter, selling 384,381 shares while retaining 19,396 shares. Despite this, Amkor Technology reported strong quarterly earnings of $0.70 per share, surpassing analyst estimates, with revenue increasing by 25.6% year over year. The company also announced a quarterly dividend and received a "Moderate Buy" consensus rating from analysts with an average price target of $68.33.
Amkor Technology Inc (AMKR) Stock Up 4.9% but GF Value Says Over
Amkor Technology Inc (AMKR) saw its stock rise by 4.9% to $50.30, but GuruFocus's GF Value suggests it is significantly overvalued by 41.4%. The company's GF Score of 83/100 indicates strong overall performance, particularly in momentum, but its valuation rank is moderate. Insider selling of nearly $1 billion over the past year, with no insider buying, further raises concerns about the stock's current price.
Amkor Technology Gains as AI Packaging Expansion and Sector Strength Stay in Focus
Amkor Technology (AMKR) saw a 5.0% increase in its stock price, driven by optimism surrounding its role in advanced semiconductor packaging for AI. This surge is linked to the company's expanded Arizona packaging project, a multi-year partnership with NVIDIA, and a broader positive trend in the semiconductor sector. Amkor's Q2 2026 results also showed record revenue and improved profitability, further supporting the bullish outlook.
Corient Private Wealth LP Has $13.63 Million Holdings in Amkor Technology, Inc. $AMKR
Corient Private Wealth LP significantly increased its stake in Amkor Technology, Inc. by 142.7% during the second quarter, bringing its total holdings to 158,037 shares valued at $13.63 million. This increase contributes to the 42.76% institutional ownership of Amkor Technology, a semiconductor packaging and testing services provider. The company recently reported stronger-than-expected quarterly results and declared a quarterly dividend.
Engineers Gate Manager LP Reduces Position in Amkor Technology, Inc. $AMKR
Engineers Gate Manager LP significantly reduced its stake in Amkor Technology, Inc. by 74.5% in the second quarter, selling over 110,000 shares. Despite this reduction, other institutional investors like BlackRock Inc. and California State Teachers Retirement System increased their positions, with institutions collectively owning 42.76% of Amkor's shares. Amkor Technology reported stronger-than-expected quarterly results and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $68.33.
Amkor Technology, Inc. $AMKR Stake Reduced by Amundi
Amundi significantly cut its stake in Amkor Technology, Inc. by 59.8% in the second quarter, selling 157,923 shares and retaining 105,945 shares valued at $9.1 million. This reduction comes as Amkor Technology reported stronger-than-expected quarterly results with EPS of $0.70 and revenue of $1.90 billion, along with positive guidance for Q3 2026. Despite Amundi's reduction, institutional investors collectively own 42.76% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $68.33.
Amkor Technology, Inc. $AMKR Holdings Raised by California State Teachers Retirement System
The California State Teachers Retirement System significantly increased its holdings in Amkor Technology (NASDAQ:AMKR) by 8,553.4% in Q2 2026, now owning 4.99% of the company worth over $1 billion. This comes as Amkor reported stronger-than-expected quarterly results with EPS of $0.70 and revenue of $1.90 billion, along with positive analyst sentiment and a declared quarterly dividend. Various other institutional investors also adjusted their stakes in the semiconductor company.
AMKR Stock Gains After-Hours — Amkor Doubles Down On US Chip Manufacturing With $12B Arizona Campus Expansion
Amkor Technology is significantly expanding its Arizona manufacturing site with a Phase 2 project, increasing its total commitment to $12 billion due to high customer demand. This expansion will add 60,000 square meters of cleanroom space, bringing the total to 93,000 square meters, and is expected to create over 3,500 jobs. The project aims to establish a major domestic outsourced semiconductor assembly and test (OSAT) hub in the US, strengthening the domestic semiconductor supply chain.
Amkor nearly doubles investment in Peoria advanced packaging facility to $12B
Amkor Technology Inc. is significantly increasing its investment in its Peoria advanced packaging and test facility, from $7 billion to $12 billion. This expansion is driven by strong customer demand, leading to the company planning a second construction phase that will add 645,800 square feet of clean room space, bringing the total to over 1 million square feet. The expansion underscores the growing importance of advanced packaging in semiconductor innovation and Amkor's strategic role in providing this capacity within the U.S.
Amkor will expand investments in its advanced packaging facility in Arizona to $12 billion
Amkor Technology Inc. is significantly expanding its investment in an advanced packaging and testing facility in Arizona, increasing it from $2 billion to $12 billion. This expansion will nearly triple the facility's size to over a million square feet, supporting the U.S. government's initiative to onshore advanced manufacturing. Apple is slated to be the first customer, utilizing Amkor for packaging chips produced by TSMC in Arizona.
Amkor announces additional $5B investment into Peoria manufacturing campus
Amkor Technologies announced a second phase of investment in its Peoria manufacturing campus, adding $5 billion to its existing $7 billion investment, bringing the total to $12 billion. This expansion will add nearly 650,000 square feet to the facility, totaling approximately 1 million square feet of cleanroom space, driven by strong customer commitments and a previous multiyear agreement with Nvidia.
Amkor nearly doubles Peoria investment to $12B as customer demand fills capacity
Amkor Technology is significantly increasing its investment in its Peoria facility, from $7 billion to $12 billion, due to high customer demand requiring more cleanroom space. The expansion includes an additional 645,800 square feet in a second phase, with construction slated to begin in late 2027. This move reinforces Amkor's commitment to meeting growing customer needs in the semiconductor industry.
Amkor is taking its Arizona chip packaging campus to $12bn
Amkor Technology is significantly expanding its chip packaging campus in Peoria, Arizona, with the project's total investment now estimated at $12 billion, six times its initial 2023 announcement. This expansion, driven by high customer demand, will add 60,000 square meters of cleanroom space, bringing the total to 93,000 square meters and creating over 3,500 jobs. The project is backed by Amkor's capital, $407 million in US CHIPS Act funding, and a $1.5 billion prepayment from Nvidia, with key customers including Apple, TSMC, and Nvidia.
AMKR Stock Gains After-Hours — Amkor Doubles Down On US Chip Manufacturing With $12B Arizona Campus Expansion
Amkor Technology Inc. (AMKR) announced a significant expansion with Phase 2 of its Arizona manufacturing site, increasing its total commitment in the region to approximately $12 billion. This expansion, driven by high market demand, will add 60,000 square meters of cleanroom space and is expected to create over 3,500 jobs. The project aims to establish a crucial domestic OSAT hub in the US, bolstering the semiconductor supply chain and aligning with efforts to localize advanced technology production.
Readystate Asset Management LP Purchases New Shares in Amkor Technology, Inc. $AMKR
Readystate Asset Management LP has acquired a new stake of 34,785 shares in Amkor Technology, Inc. valued at approximately $3 million, contributing to a total institutional ownership of 42.76%. This comes as Amkor reported strong quarterly revenues of $1.90 billion and earnings of $0.70 per share, surpassing estimates. Despite positive analyst ratings and a "Moderate Buy" consensus, company insiders have sold shares totaling over $3 million in the past three months.
Public Employees Retirement System of Ohio Makes New Investment in Amkor Technology, Inc. $AMKR
The Public Employees Retirement System of Ohio has made a new investment in Amkor Technology, Inc. (NASDAQ:AMKR), purchasing 41,463 shares valued at approximately $3.6 million in the second quarter. This move comes as Amkor Technology reported strong quarterly earnings, exceeding analyst expectations, and provided optimistic third-quarter guidance. Despite significant institutional investment, company insiders have recently sold shares, and analysts maintain a "Moderate Buy" consensus for the semiconductor company.
Amkor Technology to Present at the Goldman Sachs Communacopia + Technology Conference
Amkor Technology, Inc. (Nasdaq: AMKR) announced its participation in the Goldman Sachs Communacopia + Technology Conference on Wednesday, September 9, 2026. The presentation will take place at 8:10 am Pacific Time in San Francisco, CA, with a webcast available on Amkor's investor relations website. Management will also be available for meetings with investors.
Jupiter Topco LLC Invests $4.79 Million in Amkor Technology, Inc. $AMKR
Jupiter Topco LLC recently acquired a new stake of 55,603 shares in Amkor Technology, Inc., valued at approximately $4.79 million, making it one of several institutional investors increasing their holdings. Amkor Technology reported strong quarterly earnings and revenue, surpassing analyst estimates, and provided positive guidance for the third quarter of 2026. The stock holds a "Moderate Buy" consensus rating from analysts, with an average target price significantly above its current trading price, despite some recent insider selling.
Amkor's Global Footprint Expands: Can It Strengthen Customer Ties?
Amkor Technology is expanding its global manufacturing footprint across Asia, Europe, and the U.S. to enhance customer flexibility, supply chain resilience, and regional execution. This strategic expansion, including facilities in Arizona and Vietnam, aims to deepen customer engagement through earlier design process involvement and multi-year partnerships with companies like TSMC and NVIDIA. Despite intensifying competition from rivals such as ASE Technology and Intel, Amkor's initiatives are expected to drive stronger customer retention and multi-year revenue growth.
Legal & General Group Plc Buys Shares of 171,077 Amkor Technology, Inc. $AMKR
Legal & General Group Plc has acquired 171,077 shares of Amkor Technology, Inc. (NASDAQ:AMKR) for approximately $14.75 million, representing a 0.07% stake in the semiconductor company. Amkor Technology reported strong quarterly earnings, beating analyst estimates with $0.70 EPS and $1.90 billion in revenue, and announced a quarterly dividend. Analyst sentiment is generally positive with a "Moderate Buy" rating, while insiders have sold shares worth about $3.06 million in the last quarter.
Headlands Technologies LLC Takes $4.52 Million Position in Amkor Technology, Inc. $AMKR
Headlands Technologies LLC has acquired a significant new stake of 52,426 shares in Amkor Technology, Inc. (NASDAQ:AMKR), valued at approximately $4.52 million during the second quarter. This move comes as Amkor Technology reported stronger-than-expected earnings, with EPS of $0.70 and revenue of $1.90 billion, surpassing analyst expectations. The company also announced a quarterly dividend of $0.0835 per share and received a "Moderate Buy" consensus rating from analysts with an average price target of $68.33.
How Amkor Technology Inc. (AMKR) Affects Rotational Strategy Timing
Amkor Technology Inc. (AMKR) is showing divergent sentiment across all time horizons, suggesting choppy market conditions with no clear price positioning signal. The analysis, generated by AI models, indicates elevated downside risk due to a lack of long-term support signals. Three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—have been developed to cater to different risk profiles.
The Manufacturers Life Insurance Company Acquires Shares of 98,847 Amkor Technology, Inc. $AMKR
The Manufacturers Life Insurance Company acquired 98,847 shares of Amkor Technology (NASDAQ:AMKR) worth approximately $8.5 million in the second quarter. Amkor Technology recently reported strong quarterly results, beating EPS and revenue estimates, and announced a quarterly dividend. Despite strong earnings, the stock sold off 7.5% at opening, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $68.33.
Man Group plc Acquires Shares of 304,152 Amkor Technology, Inc. $AMKR
Man Group plc recently acquired 304,152 shares of Amkor Technology, Inc. (NASDAQ:AMKR) worth approximately $26.2 million, establishing a 0.12% stake. This move is part of a broader trend of institutional investors increasing their positions in Amkor, which reported strong quarterly earnings exceeding analyst estimates and provided positive guidance for the third quarter. The company also maintains a "Moderate Buy" consensus rating from analysts and recently declared a quarterly dividend.
Wall Street Analysts Believe Amkor Technology (AMKR) Could Rally 53.24%: Here's is How to Trade
Amkor Technology (AMKR) shares have recently gained 6.6% to $48.7, and Wall Street analysts project a potential upside of 53.2% with a mean price target of $74.63. While the consensus price target should be viewed with skepticism due to potential analyst biases, a strong agreement among analysts on higher EPS estimates, along with a Zacks Rank #1 (Strong Buy), suggests a legitimate reason for optimism regarding the stock's near-term performance. Investors are advised to use price targets as a starting point for further research rather than the sole basis for investment decisions.
