AMKOR TECHNOLOGY, INC. (AMKR) AI Stock Summary

Snapshot

Amkor is a profitable semiconductor packaging and testing company: FY2025 revenue was $6.71B, up 6.2% YoY, with $373.9M in net income and $191M in free cash flow. More recently, Q2 2026 revenue hit a record $1.9B, up 26% YoY, with gross margin expanding to 16.8%. The company holds $1.99B in cash against $1.57B in debt. The stock trades well below its 52-week high.

What's Happening Right Now

• Tue 8th Sep '26 · Expansion: On Sep 8, 2026, Amkor expanded its Arizona packaging and test campus with a phase 2 build-out, raising total planned investment to about $12 billion.
• Wed 12th Aug '26 · Dividend: On Aug 12, 2026, Amkor's board declared a quarterly cash dividend of $0.08352 per share, payable September 22, 2026.
• Tue 28th Jul '26 · Stock Drop: On Jul 28, 2026, despite the earnings beat, Amkor stock fell sharply for a fourth straight session after Q3 guidance disappointed investors.
• Mon 27th Jul '26 · Earnings: On Jul 27, 2026, Amkor reported record Q2 revenue of $1.90B (up 26% YoY), with EPS jumping to $0.70 from $0.22 a year earlier and gross margin expanding to 16.8%.
• Fri 24th Jul '26 · Partnership: On Jul 24, 2026, Amkor announced a multi-year strategic partnership with NVIDIA, backed by a $1.5B prepayment to help fund U.S. advanced packaging capacity.

Bottom Line

Amkor is a profitable, growing business riding AI-driven demand for advanced chip packaging, backed by a $12 billion Arizona expansion and a new NVIDIA partnership. Q2 2026 results beat estimates, but weaker-than-hoped guidance triggered a sharp stock sell-off, leaving shares well off their 52-week high. A reader would want to weigh the strong AI-related growth story against the market's more cautious near-term reaction to guidance.