Outsourced Semiconductor Assembly and Test (OSAT)
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Amkor Stock: A Better Business, But Execution Is Already Priced In (NASDAQ:AMKR)
Seeking Alpha· 2026-01-12 14:08
Core Insights - Amkor Technology (AMKR) is evolving beyond its traditional role as an outsourced semiconductor assembly and test (OSAT) provider, indicating a shift in its operational focus and capabilities [1] Company Overview - Amkor Technology is headquartered in Arizona and is primarily known for its OSAT services, which typically operate at the end of the silicon value chain [1] Industry Context - The role of OSATs is becoming increasingly complex, suggesting that companies like Amkor may be expanding their services and capabilities beyond conventional boundaries [1]