Amkor Technology shares rose 4.7% after the chip packager said it will add capacity in South Korea for NVIDIA under a new $1.3 billion agreement, bringing its multi-year NVIDIA agreements in Arizona and South Korea to $3 billion. NVIDIA is prepaying to lock in that capacity, which the article cites as evidence that advanced packaging has become a bottleneck in the AI buildout. The prepayments ease pressure on Amkor's cash, as fiscal 2025 capex of $900 million absorbed most of about $1.1 billion in operating cash flow. Consensus normalized EPS is expected to jump 71%, from $1.50 in fiscal 2025 to $2.57 in 2026, with the third-quarter report due after the close on Oct. 26. The stock trades at about 13.9x forward earnings, below its five-year average of 16.0x, but the author notes the good news may already be reflected in the price.
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NVDAsemiconductorsAI investmentvaluationAmkor
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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