Core Viewpoint - Shares in Amkor Technology increased by over 8% in after-hours trading following Nvidia's conference call, where Nvidia's CFO mentioned Amkor as a key partner in the AI chip supply chain [1] Company Summary - Amkor Technology's stock performance was positively impacted by Nvidia's recognition during a significant corporate event, indicating strong market confidence in Amkor's role in the AI sector [1]

Market Overview - Volatility has returned to Wall Street, with major indexes experiencing their worst day in over a month due to a significant tech selloff [1][3] - The Dow and S&P 500 each declined by 1.7%, while the Nasdaq fell by 2.3%, moving below their recent all-time closing highs [3] Economic Concerns - Uncertainties regarding the economy's health have been rising, contributing to investor caution [1] - Skepticism is growing about the likelihood of another interest rate cut by the Federal Reserve this year, with current market pricing indicating a 50.1% chance of a quarter percentage point cut in December, down from 62.5% [5][6] Dividend-Paying Stocks - In light of market volatility, investors may consider dividend-paying stocks for steady income and capital protection [2] - Three notable stocks that have recently declared dividend increases are: - **Pan American Silver Corp. (PAAS)**: Declared a dividend of $0.14 per share, with a dividend yield of 1.25% and a payout ratio of 26% [8][10] - **Amkor Technology, Inc. (AMKR)**: Declared a dividend of $0.08 per share, with a dividend yield of 0.96% and a payout ratio of 26% [11][10] - **Autoliv, Inc. (ALV)**: Declared a dividend of $0.87 per share, with a dividend yield of 2.73% and a payout ratio of 35% [13][10] Industry Insights - The tech sector has been a primary driver of market performance, fueled by enthusiasm for artificial intelligence (AI) [4] - Significant investments are being made in AI, leading to concerns about the valuation of AI stocks [5]

TEMPE, Ariz.--(BUSINESS WIRE)--Amkor Technology Announces Increase in Quarterly Dividend. ...

眼下中国包装行业的竞争，可以用"散"和"卷"两个字概括——规模以上企业就有6万家，低价拼抢是常 事。在此背景下，总部位于瑞士苏黎世的包装企业安姆科在中国市场交出了"两位数增长"的成绩单。 在第八届进博会召开期间，安姆科大中华区及北亚区总裁佘昕接受了《每日经济新闻》等媒体记者的采 访，拆解了企业应对竞争的核心逻辑，也透露出中国包装行业从"低价内卷"到"创新突围"的新趋势。 "中国是外企的'健身房'，你必须天天练、天天竞争，才能保持竞争力。"在第八届进博会现场，佘昕这 样形容中国包装市场的竞争生态。 公开资料显示，安姆科从上世纪90年代进入中国，2022年将亚太研发中心落户江阴，并投资超10亿元打 造惠州智能化软包装工厂，今年通过并购贝里国际实现大中华区柔性与刚性包装协同生产。目前，安姆 科在全球布局10个研发中心，其中中国有2个，分别位于江阴和上海，每年研发投入近2亿美元，在华已 布局23个生产基地。 佘昕表示，安姆科的策略不是全面铺开而是精选赛道，"我们花很多精力选赛道，宠物食品、餐饮包 装、医药器械、旅行用品、肉类包装和印刷电路板保护膜等都是重点发展的领域"。 不搞低价拼杀靠技术+合作找增量 当前，中国包装 ...

Amkor Technology Inc. (NASDAQ:AMKR) has surged into the top quintile of stocks ranked by momentum, with its percentile score climbing to the 86.98th percentile, according to the latest Benzinga Edge’s Stock Rankings momentum percentile report.Check out AMKR’s stock price here.How Is Amkor Technology Relevant To Nvidia?The semiconductor packaging and test services provider is a key partner to Nvidia Corp. (NASDAQ:NVDA) in advanced packaging technologies like CoWoS and HBM.However, as analyst Ming-Chi Kuo not ...

Core Insights - Amkor Technology Inc. has achieved a significant momentum ranking, placing it in the 86.98th percentile among stocks, indicating strong investor interest and confidence [1][6]. Group 1: Company Performance - Year-to-date, Amkor's shares have increased by 31.72%, primarily driven by heightened demand for AI-related chip packaging [4]. - The company's value score is 70.33, suggesting it is relatively undervalued based on fundamentals such as earnings, assets, and cash flow [4]. - However, Amkor's quality score is 29.35 and growth score is 41.74, both of which are below average, indicating challenges in profitability and historical growth compared to peers [4]. Group 2: Strategic Role and Industry Context - Amkor is a crucial partner for Nvidia in advanced packaging technologies, including CoWoS and HBM, highlighting its strategic importance in the semiconductor supply chain [2]. - Full domestic production of advanced chips is not anticipated for another two years, which may enhance Amkor's role as a U.S.-based OSAT provider amid ongoing efforts to localize supply chains [3]. - The momentum ranking report indicates sustained upward trends in Amkor's stock price across short-, medium-, and long-term timeframes, reflecting strong investor confidence in its future prospects [3][6].

Group 1 - Amkor Technology, Inc. (NASDAQ:AMKR) reached a new record high of $38.22 during intra-day trading, closing up 17.22% at $37.84 due to bullish coverage from an investment firm [1] - Aletheia Capital initiated coverage on Amkor with a "buy" recommendation and a price target of $62, indicating a 64% upside potential from its latest closing price [2] - In the third quarter, Amkor reported a net income of $127 million, a 3% increase from $123 million year-on-year, with net sales growing by 6.7% to $1.987 billion from $1.862 billion [3] Group 2 - For the fourth quarter, Amkor expects net income between $95 million to $120 million, translating to diluted earnings per share of $0.38 to $0.48, with net sales projected to be between $1.775 billion to $1.875 billion [4]

Company Overview - Amkor Technology is a leading provider of outsourced semiconductor packaging and test services, operating globally with a diverse customer base [7][8] - The company specializes in advanced packaging technologies and integrated solutions for electronics manufacturers in high-growth markets [7][11] - Amkor's revenue for the trailing twelve months (TTM) is $6.45 billion, with a net income of $307.78 million and a dividend yield of 2.31% [6] Recent Developments - On October 30, 2025, UG Investment Advisers Ltd. sold 932,216 shares of Amkor Technology, valued at approximately $22.44 million, representing 3.5% of their reportable assets under management (AUM) [1][3] - Post-transaction, UG Investment Advisers holds 177,265 shares of Amkor, valued at $5.03 million, which now accounts for 0.79% of their AUM [2][4] Market Performance - As of October 30, 2025, Amkor Technology's share price was $31.92, reflecting a 19.4% increase over the past year, outperforming the S&P 500 by 0.65 percentage points [5] - The company's performance is cyclical, with profits increasing during periods of high chip demand and contracting when production slows [12] Competitive Position - Amkor serves a wide range of clients, including integrated device manufacturers, fabless semiconductor companies, original equipment manufacturers, and contract foundries across various global markets [9] - The company is well-positioned to capture growth in high-demand areas such as AI hardware and automotive electronics due to its expertise in advanced system-in-package technology [11][13]

Core Viewpoint - DA Davidson raised the price target on Amkor Technology (AMKR) to $40 from $30 while maintaining a Buy rating on the shares, indicating positive sentiment towards the company's performance and future prospects [1]. Financial Performance - Amkor Technology reported a solid Q3 performance, which contributed to the positive outlook from analysts [1]. Market Demand - The earnings call highlighted that several end markets are firming, suggesting a strengthening demand environment for Amkor's products [1]. - There is a rising long-term demand for the new Arizona facility, indicating potential growth opportunities for the company [1].

Core Insights - Amkor Technology achieved a double beat on consensus analyst estimates for Q3, with net sales reaching nearly $1.99 billion, a 7% year-over-year increase, and net income rising to $127 million ($0.51 per share) [1][2][3] - Despite strong performance, the stock price fell by 3% due to disappointing guidance for 2025 and the resignation of CEO Giel Rutten [1][4][5] Financial Performance - Q3 net sales were almost $1.99 billion, exceeding the analyst estimate of $1.93 billion [2][3] - Net income for Q3 was $127 million, up from $123 million in the same quarter last year, surpassing the expected $0.43 per share [2][3] Future Guidance - For 2025, Amkor expects net sales between $1.78 billion and $1.88 billion, below the average analyst estimate of $1.83 billion [4] - Projected net income for 2025 is anticipated to be between $95 million and $120 million ($0.38 to $0.48 per share), also below the consensus estimate of $0.43 per share [4] Executive Changes - CEO Giel Rutten will step down at the end of the year, with COO Kevin Engel set to take over, while Rutten will remain on the board [5]