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DARK SECRETS: Amkor | Rare Historical Photos

Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why

Mark Chaikin explains why he wouldn’t buy the dip in software yet and highlights three AI infrastructure stocks he likes: Onto Innovation, Amkor Technology, and Enphase.

MarketBeat

Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin

Investors are pivoting to specialized suppliers that solve power and speed bottlenecks for next-generation AI infrastructure to capture higher growth potential.

MarketBeat

4 Memorable Ways to Play the HBM Market Boom

HBM demand has the market in a crisis, with no end in sight until 2027 at the earliest. Stocks positioned to benefit are on this list.

MarketBeat

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TSMC could be inching closer to making 'all American' chips — report says it is accelerating an advanced packaging facility in Arizona

TSMC may be accelerating its advanced packaging facility in Arizona to package the first processors as early as 2028, ahead of its partner Amkor.

Tom’s Hardware

Nvidia Packaging Partner Amkor Logs Momentum Gain— Up Over 30% YTD On AI Surge

Amkor Technology Inc. (NASDAQ:AMKR) has surged into the top quintile of stocks ranked by momentum, with its percentile score climbing to the 86.98th percentile, according to the latest Benzinga Edge’s Stock Rankings momentum percentile report.

Benzinga

Amkor Technology Analysts Boost Their Forecasts After Strong Q3 Earnings

Amkor Technology Inc (NASDAQ:AMKR) reported upbeat earnings for the third quarter on Monday.

Benzinga

1 Top Semiconductor Stock Under $50 to Grab Now

Amkor is writing a powerful growth story that investors may not want to overlook.

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Amkor breaks ground on Arizona advanced packaging campus, plugging critical gap in US semiconductor supply chain — production expected in 2028, investment could extend to $7 billion with 3,000 jobs in tow

Amkor has broken ground on a new semiconductor packaging and test campus in Peoria, Arizona, marking a rare domestic expansion in one of the industry’s most critical and capacity-constrained areas.

Tom’s Hardware

Apple CEO Tim Cook Just Revealed 1 Little-Known Tech Stock for Investors to Snatch Up Here

Amkor shares popped on mention by Apple CEO Tim Cook.

Barchart

Amkor’s Arizona mega-plant could plug the holes in America’s chip ambitions — advanced packaging plant would reduce need to send US-produced chips to foreign shores for packaging and test

Amkor Technology has confirmed it will build a $2 billion advanced packaging and test facility on a 104-acre site in Peoria, Arizona, with construction beginning imminently.

Tom’s Hardware

Amkor Technology Analysts Boost Their Forecasts After Better-Than-Expected Q2 Earnings

Amkor Technology Inc (NASDAQ:AMKR) reported better-than-expected second-quarter financial results and issued third-quarter sales guidance above estimates on Monday.

Benzinga

CHIPS Act beneficiaries 'mired in NIMBY fights and two-year permits' — delays to Micron, Amkor, and SK hynix NY fabs costing $5M per day

Several major U.S. semiconductor projects — including Amkor’s packaging plant in Arizona, Micron’s $100B DRAM fab in New York, and SK hynix’s HBM site in Indiana — are facing delays or opposition due to environmental reviews and local protests.

Tom’s Hardware

Made in the USA: Inside Nvidia's $500 billion server gambit

The scale and timeline of Nvidia's plans to build AI server supply chain in the U.S. look ambitious, but can they actually be fulfilled?

Tom’s Hardware

Nvidia aims to build $500 billion worth of AI servers in the USA by 2029

To avoid looming U.S. tariffs and strengthen supply chain resilience, Nvidia is partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL to localize production of its AI servers and chips in the U.S.

Tom’s Hardware

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Windows Central

NVIDIA to manufacture AI supercomputers in the U.S. for the first time

In a major shift, NVIDIA is building AI supercomputers in the United States. Production is expected to ramp up over the next 12-15 months.

Laptop

Apple's M5 chip could arrive soon — but not in the device you expect

The Apple M5 chip has reportedly entered production. What device will get it first?

Tom’s Hardware

Apple will soon receive ‘made in America’ chips from TSMC's Arizona fab — company in final stages of quality verification

Apple is testing the output of TSMC Arizona and verifying if it has the same quality as chips made in Taiwan.

Tom’s Hardware

Samsung, Amkor, and TI finalize CHIPS deals: 2nm and advanced packaging coming to U.S.

U.S. government finalizes funding deals with three companies — Samsung, Ankor, and Texas Instruments.

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MarketBeat

NVIDIA’s Blackwell Chips Set for Arizona Manufacturing by TSMC?

NVIDIA is in talks to bring Blackwell production to the US, potentially reducing risks and increasing capacity for the in-demand chipset.

StockNews.com

3 Semiconductor Stocks to Buy for Long-Term Gains

Rapid technological growth, robust demand, and favorable government initiatives drive the semiconductor industry's bright prospects. Thus, top semiconductor stocks, Taiwan Semiconductor Manufacturing (TSM), Qorvo (QRVO), and QUALCOMM (QCOM) could be solid investments for long-term gains. Continue reading.

Tom’s Hardware

AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025

Sources say AMD will use TSMC's new Arizona fab for the production of new HPC AI chips on the 5nm mode. This move begins an AI chip supply chain in the US, with TSMC and Amkor manufacturing and packaging AMD's high-performance chips. The positive news is a boon for the…

Tom’s Hardware

Amkor and TSMC team up for advanced packaging in the U.S. — CoWoS and InFo to make AI and HPC CPUs

Amkor will offer TSMC's advanced CoWoS and InFo chip packaging for AI and HPC processors in the U.S.

AnandTech

U.S. Signs $1.5B in CHIPS Act Agreements With Amkor and SKhynix for Chip Packaging Plants

Under the CHIPS & Science Act, the U.S. government provided tens of billions of dollars in grants and loans to the world's leading maker of chips, such as Intel, Samsung, and TSMC, which will significantly expand the country's semiconductor production industry in the coming years. However, most chips are typically…

Tom’s Hardware

US to boost chip packaging capacity with CHIPS Act grant — Amkor to receive $600 million for advanced chip packaging facility

Amkor gets $600 in grants and loans to build an advanced packaging facility in Arizona that will support TSMC's fab in the state.

StockNews.com

3 High-Potential Semiconductor Stocks to Add to Your Portfolio

The semiconductor industry’s long-term growth is fueled by its broadening application across various end-user industries and rapid AI expansion. Thus, it could be ideal to buy high-potential chip stocks NXP Semiconductors (NXPI), Applied Materials (AMAT), and Amkor Technology (AMKR) for success this month. Keep reading.

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