Large U.S. tech firms like$NVIDIA (NVDA.US)$,$Microsoft (MSFT.US)$, and$Alphabet-A (GOOGL.US)$have gained from the AI market hype over the past year. However, more companies in the global AI supply chain are also poised to benefit. Check out these companies in the AI semiconductor value chain: According to a BofA note, there has been a surge in the AI market with diverse AI solutions emerging since mid-2023.$Taiwan Semiconductor (TSM.US)$plays a c...
$Taiwan Semiconductor (TSM.US)$stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas: Equipment Suppliers: $ASML Holding (ASML.US)$: A leadin...
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The company's ROCE trend does not inspire confidence as it has remained relatively flat despite increased capital deployment. Unless these underlying trends turn more positive, the high performance of the stock may not continue.
Amkor's revenue dropped 8.1% YoY, indicating a deepening downcycle. Despite strong inventory and operating margin improvements, its revenue guidance missed expectations and gross margin shrunk, leading to a 7.1% stock drop.
Amkor Technology's market perception has seen a positive shift over the past five years, with share price outpacing EPS growth. Dividends have boosted total shareholder return, but the one-year total return of 6.9% lags behind the market.
Amkor Technology Stock Forum
Check out these companies in the AI semiconductor value chain:
According to a BofA note, there has been a surge in the AI market with diverse AI solutions emerging since mid-2023. $Taiwan Semiconductor (TSM.US)$ plays a c...
Equipment Suppliers:
$ASML Holding (ASML.US)$: A leadin...
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