Hyperscalers are quietly ending their dependence on legacy graphics processing unit (GPU) makers by aggressively migrating to building their own chips. For years, the major cloud providers operated essentially as toll collectors.

Amkor Technology, Inc. (Nasdaq: AMKR), a leading provider of semiconductor packaging and test services, will issue its financial results for the second quarter

TEMPE, Ariz.--(BUSINESS WIRE)--Amkor Technology to Announce Second Quarter 2026 Financial Results on July 27, 2026.

AI hardware opportunities expand beyond NVIDIA as Micron, Credo, Amkor and Texas Instruments tap into the rising demand across the chip supply chain.

Amkor gets upgraded to a buy, from my prior hold rating in 2025, driven by a strong growth thesis, low D/E, and global supply chain. AMKR has seen earnings improvement, growth of a new facility in Arizona, and demand across multiple business segments. Although Fitch rated it just below investment grade, it has a low D/E among peers.

Recently, Zacks.com users have been paying close attention to Amkor Technology (AMKR). This makes it worthwhile to examine what the stock has in store.

Amkor Technology's expanding 2.5D packaging pipeline and AI-driven demand are fueling advanced packaging growth as new programs ramp over the next few years.

Artificial intelligence (AI) and high-performance computing are driving unprecedented demand for advanced semiconductor packaging, making outsourced semiconductor assembly and test (OSAT) providers increasingly important to the semiconductor value chain. ASE Technology Holding ASX and Amkor Technology AMKR are two global leaders benefiting from this trend, with both reporting strong first-quarter 2026 results and expanding their advanced packaging capabilities.

Here is how Amkor Technology (AMKR) and Ceva (CEVA) have performed compared to their sector so far this year.

On June 26, 2026, Amkor Technology Inc (AMKR) shares fell 8.1% to a current price of $78.72. The stock has experienced a significant range over the past year, w