安靠关闭封测工厂，股价暴跌

Core Viewpoint - Amkor Technology is facing challenges due to weak demand, leading to the decision to close its Hakodate factory in Japan by December 2027, with production capacity being consolidated to existing facilities in Kyushu [1][2]. Group 1: Company Overview - Amkor Technology, established in 1968 and headquartered in Tempe, Arizona, is a leading provider of semiconductor packaging and testing services, offering solutions such as wafer bumping, packaging design, and advanced packaging technologies [2]. - The company recently saw its stock price surge over 10%, reaching a 25-year high, driven by analysts raising the target price and optimistic projections regarding its position in the CoWoS (Chip-on-Wafer-on-Substrate) market [2][3]. Group 2: Market Dynamics - The semiconductor industry is a significant driver for Amkor, accounting for 34.57% of its sales, with the company positioning itself as an advanced packaging supplier and collaborating with industry leaders like Nvidia, which controls about 60% of the CoWoS demand [3]. - Amkor is expected to build a monthly capacity of approximately 50,000 wafers for CoWoS over the next five years, which could substantially contribute to its revenue if fully utilized [3]. Group 3: Future Outlook - Amkor is investing $7 billion in a new facility in Peoria, Arizona, to prepare for advanced packaging technologies, supported by $407 million in incentives from the U.S. CHIPS and Science Act, with plans for production to begin in mid-2028 [4]. - The company anticipates a rebound in revenue growth, projecting total revenue of $6.65 billion in fiscal year 2025, a year-on-year increase of 5.31%, driven by the growth of artificial intelligence [5]. - For 2026, revenue is expected to reach $7.27 billion, reflecting a year-on-year growth of 9.29%, bolstered by potential orders from Nvidia [6].