$AMKR

The Gwangju-South Jeolla Integrated Special City and Buk-gu are discussing wastewater treatment and support measures for Amkor Technology Korea's 1 trillion won ($743 million) expansion in Gwangju. Amkor plans to add six factory buildings and expand the facility through 2035. Officials reviewed wastewater handling options, including adjusting sewage treatment plants' capacity, but no final plan was decided.

ASE's subsidiary SPIL is reportedly finalizing plans for a new Arizona facility, expanding U.S. operations. ASE raised 2026 capex to $10.5B, including $4B for new plants. SPIL is also expanding in Taiwan, investing NT$200B over two years. Amkor increased Arizona investment to $12B, partnering with TSMC, which plans $100B in Arizona investments, including advanced packaging.

Shares of Lattice Semiconductor (LSCC), Amkor (AMKR), Himax (HIMX), Teradyne (TER), and Entegris (ENTG) fell 7-12% after AI leaders called for slower AI model development, citing safety concerns. Citigroup shifted to neutral on equities, warning of potential earnings pressure on chipmakers. Teradyne's stock is down 30.6% from its 52-week high despite a 61.7% year-to-date gain.

TSMC plans to double its CoWoS capacity to 260,000 wafers/month by 2028, according to a report. The expansion aims to address AI chip shortages, with production at Arizona and Taiwan facilities. Intel's EMIB-T capacity may reach 45,000 wafers/month by 2028, analysts say.

Amkor plans to invest an additional $12B in its Peoria, Arizona campus, expanding clean room capacity to over 1M sq ft. Phase two construction starts in late 2027, finishes by 2029. CEO Kevin Engel cites customer confidence and the importance of advanced packaging for semiconductor innovation.

Amkor Technology plans a $12 billion expansion of its Arizona campus, driven by customer demand. Phase 2 will add to the 33,000 sq. m of cleanroom capacity in Phase 1, supporting over 3,500 employees. Construction is set to start in late 2027 and finish by 2029, making it the first U.S. site for advanced packaging production.

Amkor Technology (AMKR) announced a $12B expansion of its Arizona campus, adding 60,000 sqm of cleanroom space due to high demand. Phase 2, starting in 2027, will create 3,500 jobs and support U.S. semiconductor production. AMKR stock is up 26.2% YTD.

Qualcomm and AWS announced a multi-generational AI chip collaboration, while ASML, TSMC, and Intel made progress in next-gen chip manufacturing. Intel (INTC) +9.5%, Amkor (AMKR) +6.3%, Nova (NVMI) +3.7%, Qualcomm (QCOM) +3.3%, FormFactor (FORM) +6.3%. Intel's 1-year volatility noted; up 166% YTD but -25.7% from 52-week high.

Amkor Tech (AMKR) reported $373.9M in net income for fiscal year 2025, a 5.6% increase from the prior year. Trailing 12-month net income was $436.1M. The company's net income has grown from $91.8M in 2011 to $373.9M in 2025.

Morgan Stanley identifies SpaceX, ACM Research, Amkor Technology, Alibaba, and KLA as key beneficiaries of the AI sovereignty trend. The bank assigns price targets with upside potential ranging from 21% to 105%, highlighting the strategic importance of AI infrastructure for national security and economic competitiveness.