AMKOR TECHNOLOGY, INC.
In the published model solve dated 2026-Q2, anchored at $47.94, AMKOR TECHNOLOGY, INC. (AMKR) is priced for today's economics sustained for ~9.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Amkor is the factory behind other companies' chips, taking finished silicon and turning it into packaged, tested parts, and the higher-value half of that work now dominates: Advanced Products, meaning flip chip, memory and wafer-level processing, is 83% of revenue against 17% for the older wirebond lines. • The customer list is the exposed nerve: ⟦Direct sales to our two largest customers accounted for 29.8 % and 11.1 % of our net sales for the year ended December 31, 2025⟧, in a business the
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510 institutional managers reported holding AMKR in 13F filings for the quarter ended 2026-03-31. Together they hold about 46% of the company; the top 10 hold 24%. 126 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 9.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AMKR's share count grew 1.5% over the past five years. It pays a dividend, and has for 5 years running; the current rate is $0.33 a share annually. Cash returned over the past three years: $319.06M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AMKR over the trailing three years: 2025: 10 buys totaling $143.24M. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AMKR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +0.1% | -22.0% |
| 2023-11-02 | +0.4% | +33.9% |
| 2024-02-17 | -4.0% | -5.0% |
| 2024-05-02 | +5.7% | +27.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AMKR's latest 8-K filings: 2026-07-27 (items 2.02, 9.01); 2026-05-21 (items 7.01, 9.01); 2026-05-19 (items 5.07); 2026-05-05 (items 1.01, 2.03, 3.02, 9.01); 2026-05-01 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.