TradingKey - As demand for AI compute expands from model training to inference and AI agent applications, major cloud service providers are accelerating the deployment of custom AI chips such as ASICs, driving demand growth across chip design, advanced process technology, and packaging and testing.

TradingKeySun, Oct 4

TSMC vs. Amkor: TSM and AMKR, Which AI Chip Stock Is Better Suited for Long-Term Holding?

TradingKey - As AI chips demand higher computing power, bandwidth, and energy efficiency, advanced packaging is becoming a crucial component in enhancing chip system performance. Solutions such as CoWoS, Chiplet design, and 3D stacking can boost bandwidth and system performance through higher-density chip integration.

TradingKeyFri, Oct 2

Nvidia Signs $1.5 Billion Packaging Agreement With Amkor, Latter Up Over 9% Pre-Market

TradingKey - On July 23 ET, Nvidia (NVDA) and semiconductor packaging and testing provider Amkor Technology (AMKR) signed a multi-year packaging services agreement valued at approximately $1.5 billion. Boosted by this news, Amkor's stock price rose more than 12% in after-hours trading on Thursday.

TradingKeyFri, Jul 24

Amkor Q1 Earnings Preview: High Valuation Faces Test, CPU Mass Production Becomes Key

TradingKey - Amkor Technology (AMKR) will release its Q1 2026 earnings report after the market close on April 27. Over the past year, the company's stock price has surged from $15.24 to $78.1, a gain of over 350%. Currently, the P/E ratio stands at approximately 51.6x and the P/B ratio at approximately 4.48x, with valuations at historical highs. Market attention is focused on whether high growth expectations for advanced packaging can support current valuation levels.

TradingKeySat, Apr 25