
Amkor Technology (AMKR) is rated Buy, leveraging a valuation reset and strong momentum in advanced packaging, AI, and US supply chain initiatives. Q2 FY2026 delivered 26% YoY sales growth, margin recovery, and record computing and automotive/industrial sales, with advanced products at 82% of sales. Long-term agreements with TSMC and Nvidia enhance revenue visibility, while Arizona expansion and SiP production shifts support strategic positioning.










