Amkor Technology posts 26% sales growth with strong AI and US expansion momentum

Amkor Technology reported a 26% year-over-year sales increase in Q2 FY2026, driven by advanced packaging, AI demand, and US supply chain initiatives. Advanced products now make up 82% of sales, supported by long-term deals with TSMC and Nvidia that improve revenue visibility. The company is expanding in Arizona and shifting production to System-in-Package (SiP) to strengthen its strategic position. Risks include customer concentration, high capital expenditures, and execution challenges in US expansion, but the stock's valuation at 19.1x forward P/E is considered attractive.

As of Oct 14, 2026 18:02 WIB, Amkor Technology (AMKR) trades at USD 47.42 on Pluang, down 0.40% for the day and well below its 52-week high of USD 93.55, yet above the 52-week low of USD 29.91. Despite the recent dip, AMKR's valuation appears discounted relative to its peak price, supported by a forward P/E of 19.1x and a dividend yield of 0.7%. Pluang investors show full buying interest with 100% buy orders and a typical hold time of 9 days, highlighting confidence amid the company's strategic growth moves.