Dec 23, 2025 • openPR.com
BULLISH
Advanced Packaging Market Is Going to Boom | Amkor Technology
The global Advanced Packaging Market is projected to boom, growing from USD 34.56 billion in 2025 to USD 51.62 billion by 2032 with a CAGR of 5.9%. This growth is driven by increasing industry demand, expanding applications, and continuous technological advancements. Key players in this market include Amkor Technology Inc., Advanced Semiconductor Engineering (ASE), Taiwan Semiconductor Manufacturing Company (TSMC), and Intel, among others.
Dec 19, 2025 • Sahm
SOMEWHAT-BEARISH
Amkor Technology (AMKR) Is Down 17.0% After Insider Selling And A $7 Billion Arizona Bet - Has The Bull Case Changed?
Amkor Technology (AMKR) has seen a 17.0% drop in share price following insider selling and softer near-term earnings expectations, despite projected double-digit revenue growth. Concurrently, the company is investing $7 billion in an advanced packaging campus in Arizona, highlighting its role in the semiconductor industry's shift towards AI and data center demand. This article examines how these events influence Amkor's investment narrative, emphasizing that while sentiment has shifted, the core bull case tied to advanced packaging and AI chip complexity remains, albeit with increased scrutiny on capital intensity and margins.
Dec 19, 2025 • Simply Wall Street
SOMEWHAT-BEARISH
Amkor Technology (AMKR) Is Down 17.0% After Insider Selling And A $7 Billion Arizona Bet - Has The Bull Case Changed?
Amkor Technology (AMKR) has experienced a 17% stock drop following insider selling and a significant commitment to a $7 billion advanced packaging campus in Arizona. This selloff highlights execution risk amid softer near-term earnings expectations, despite projected double-digit revenue growth. The large investment in Arizona underscores Amkor's role in onshoring semiconductor manufacturing, driven by AI and data center demand, influencing the company's investment narrative.
Dec 18, 2025 • Simply Wall Street
NEUTRAL
Amkor Technology (AMKR) Is Down 17.0% After Insider Selling And A $7 Billion Arizona Bet - Has The Bull Case Changed?
Amkor Technology (AMKR) has seen a 17.0% drop in its stock price following insider selling and the announcement of a massive $7 billion advanced packaging campus in Arizona. This comes amidst softer near-term earnings expectations despite projected double-digit revenue growth. The large investment underscores Amkor's role in the onshoring of semiconductor manufacturing, driven by AI and data center demand, but raises questions about capital intensity and balance sheet flexibility.
Dec 18, 2025 • GuruFocus
BEARISH
Insider Sell: Rutten Guillaume Marie Jean Sells 10,000 Shares of Amkor Technology Inc (AMKR)
Rutten Guillaume Marie Jean, President and CEO of Amkor Technology Inc (AMKR), recently sold 10,000 shares of the company, bringing his total ownership to 336,699 shares. Over the past year, there have been 10 insider buys and 17 insider sells for AMKR. Currently, Amkor Technology Inc is considered significantly overvalued with a price-to-GF-Value ratio of 1.7 at a trading price of $44.8, compared to its GF Value of $26.41.
Dec 17, 2025 • Simply Wall Street
NEUTRAL
Assessing Amkor Technology (AMKR) Valuation as Margin Pressures and Stalled Earnings Draw Investor Scrutiny
Amkor Technology (AMKR) is under investor scrutiny due to thin margins and stalled earnings, despite strong past share performance. Its current P/E ratio of 32.4x appears undervalued compared to peers and analyst growth expectations, suggesting potential upside if it meets profit forecasts. However, a Discounted Cash Flow model indicates the stock might be significantly overvalued at $40.28, painting conflicting pictures for investors.