Semiconductor Manufacturing
Amkor Technology
A major US-based outsourced semiconductor assembly and test (OSAT) provider, ASE Technology's primary global competitor in advanced chip packaging — an increasingly critical bottleneck for AI chip supply. Amkor posted record Q1 2026 revenue of $1.68 billion (EPS beating estimates by 50%), with advanced packaging products supporting AI accelerators growing 29% year-over-year to $1.37 billion (81% of total sales); the company reiterated a $2.5-3.0 billion FY2026 capex budget, its most capital-intensive phase to date.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 79% avg. source confidence
- Yahoo Finance — Amkor eyes strong second half 2026 as AI, HPC packaging demand surges82% source confidence
- Let's Data Science / Amkor Q1 2026 earnings — Amkor posts record $1.68B Q1 2026 revenue, EPS beats estimate by 50%76% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Amkor Technology depends on below, and who depends on Amkor Technology above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Amkor Technology's Timeline
A sourced, dated history of Amkor Technology's key moments — founding to present.
Jan 1968 · Founded
Amkor Technology was founded, later becoming ASE Technology's primary global competitor in advanced chip packaging.
2026-Q1 · Record $1.68B quarterly revenue
Amkor posted record Q1 2026 revenue of $1.68 billion, with AI-accelerator-supporting advanced packaging growing 29% year-over-year to $1.37 billion.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Amkor Technology ↔ Taiwan Semiconductor Manufacturing Company
Jun 2026
TSMC and Amkor announced a finalized 10-year partnership for advanced packaging and test services tied to TSMC's Arizona fab buildout, sending Amkor shares to a 52-week high.
Now
TSMC and Amkor finalized a 10-year advanced packaging and test partnership in June 2026, giving TSMC a local Arizona procurement channel for advanced packaging as Amkor builds its own advanced packaging/test campus in the same state.