NASDAQ · Technology

AMKOR TECHNOLOGY INC AMKR

Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Semiconductors

Company profile

Business mix

  • It offers turnkey packaging and test services, including semiconductor wafer bump, wafer probe, wafer back-grind, package design, packaging, burn-in, system-level and final test, and drop shipment services.
  • The company provides wafer-level CSP packages for power management, transceivers, sensors, wireless charging, codecs, and specialty silicon.
  • In addition, it offers micro-electro-mechanical systems packages that are miniaturized mechanical and electromechanical devices.
  • Further, the company provides wafer, package, and system level test services, as well as burn-in test and test development services.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductor equipment & materials?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 37.36 FCF 1.04% Buyback -0.41%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Bridgewater Associates Ray Dalio 0.3% $71.2M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $48.3M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $67.8M Estimated from net added shares
Reduction amount $11.3M Estimated from net reduced shares
Net share change / base shares +89.7% +1,254,729 / 1,399,470
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 1976.4% 13F value change +$68.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 76,139 Last 3 periods +1,504,790 (+1976.4%) Total shares 1,580,929 Value $71.2M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 6.8% 13F value change +$12.4M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -15.6% 13F value change +$6.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.0% 13F value change +$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,323,331 Last 3 periods -250,061 (-18.9%) Total shares 1,073,270 Value $48.3M

Recent mentions

No public mentions.