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Amkor Technology Community
NasdaqGS:AMKR Community- 2 Narratives written by author
- 1 Comments on narratives written by author
- 75 Fair Values set on narratives written by author
Community Investing Ideas
US And European Onshoring Will Shrink Core Asian Packaging
Key Takeaways Manufacturing onshoring, geopolitical shifts, and rising in-house competition threaten Amkor's core business, revenue stability, and margins. Heavy investments risk overcapacity and obsolescence if demand or technology adoption stalls, pressuring returns and long-term growth.Read more
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AN
US$20
116.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
4.97% p.a.
Profit Margin
7.46%
Future PE
12.51x
Price in 2028
US$27.43
Rising HPC And IoT Demand Will Fuel Advanced Packaging
Key Takeaways Accelerated AI adoption and advanced packaging investments are set to boost Amkor's revenue growth, profit margins, and customer stickiness far beyond analyst expectations. Global capacity expansion and strategic regional investments uniquely position Amkor for multi-year gains in market share, profitability, and resilience amid industry shifts.Read more
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AN
US$30
44.1% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
11.72% p.a.
Profit Margin
8.08%
Future PE
14.36x
Price in 2028
US$41.14
