StreetInsider.com News Articles

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.

The bank said data centers remain the strongest end market for chips, accounting for 34% of total semiconductor demand, and are on track to exceed the entire semiconductor total addressable market (TAM) by 2030.

Citi also pointed to a recovery underway in the auto and industrial segment, which makes up 21% of the market, while demand from PCs, handsets and consumer electronics, a combined 42% of the market, continues to weaken

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

Pullback in chip stocks is a buying opportunity, Citi says

Fri, 24 Jul 2026 08:26:49 -0400

UBS Upgrades Amkor Technology (AMKR) to Buy

Fri, 24 Jul 2026 08:18:18 -0400

(Updated - July 24, 2026 8:18 AM EDT)

UBS analyst Randy Abrams upgraded Amkor Technology (NASDAQ: AMKR) from Neutral to Buy with a price target of $90.00 (from $80.00).

The analyst commented: "We upgrade Amkor from Neutral to Buy and raise our target from US$80 to US$90 factoring a stronger outlook for its advanced packaging business driven off rising server CPU volumes and good support from growth in the base business, tighter capacity and price hikes to pass through inflationary costs. Our prior Neutral rating was predicated on relatively milder exposure to AI ramps vs. peer ASE, high start-up/capex costs ahead of

UBS Upgrades Amkor Technology (AMKR) to Buy

Fri, 24 Jul 2026 08:18:18 -0400

(Updated - July 24, 2026 8:18 AM EDT)

UBS analyst Randy Abrams upgraded Amkor Technology (NASDAQ: AMKR) from Neutral to Buy with a price target of $90.00 (from $80.00).

UBS Upgrades Amkor Technology (AMKR) to Buy

Fri, 24 Jul 2026 08:18:18 -0400

(Updated - July 24, 2026 8:18 AM EDT)

UBS analyst Randy Abrams upgraded Amkor Technology (NASDAQ: AMKR) from Neutral to Buy with a price target of $90.00 (from $80.00).

Amkor and Nvidia sign $1.5B advanced packaging deal

Thu, 23 Jul 2026 17:00:16 -0400

Amkor Technology, Inc. (NASDAQ: AMKR) announced a multi-year strategic partnership with Nvidia that includes a $1.5 billion prepayment from Nvidia to support the expansion of Amkor's advanced packaging capacity in the United States.

Under the agreement, the two companies will develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms. The collaboration will focus on high-density interconnects and next-generation heterogeneous integration, with both companies aligning their long-term technology roadmaps.

Amkor's expansion efforts are centered on its Arizona campus, complementing its existing manufacturing operations across Asia. The partnership is aimed at building a geographically diverse supply chain for AI infrastructure.

Debora

Amkor and Nvidia sign $1.5B advanced packaging deal

Thu, 23 Jul 2026 17:00:16 -0400

Debora

Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure

Thu, 23 Jul 2026 17:00:00 -0400

$1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity

TEMPE, Ariz.--(BUSINESS WIRE)--

Amkor Technology, Inc. (Nasdaq: AMKR) today announced a multi-year strategic partnership with NVIDIA to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms. Under the agreement, NVIDIA will provide a prepayment to support the expansion of Amkor’s U.S. advanced packaging capacity.

Advanced packaging enables the performance, energy efficiency and system-level integration required for AI infrastructure. NVIDIA and Amkor will align their long-term roadmaps to advance technologies including high-density interconnects and next-generation

Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure

Thu, 23 Jul 2026 17:00:00 -0400

$1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity

TEMPE, Ariz.--(BUSINESS WIRE)--

Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure

Thu, 23 Jul 2026 17:00:00 -0400

$1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity

TEMPE, Ariz.--(BUSINESS WIRE)--

Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure

Thu, 23 Jul 2026 17:00:00 -0400

$1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity

TEMPE, Ariz.--(BUSINESS WIRE)--

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 20 Filed by: KIM AGNES C

Wed, 22 Jul 2026 16:33:00 -0400

si-local-file:///var/storage/secattach/20260722/26802186.html

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 20 Filed by: KIM AGNES C

Wed, 22 Jul 2026 16:33:00 -0400

si-local-file:///var/storage/secattach/20260722/26802186.html

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 20 Filed by: KIM JAMES J

Wed, 22 Jul 2026 16:32:00 -0400

si-local-file:///var/storage/secattach/20260722/26802175.html

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 20 Filed by: KIM JAMES J

Wed, 22 Jul 2026 16:32:00 -0400

si-local-file:///var/storage/secattach/20260722/26802175.html

Amkor Technology (AMKR) PT Lowered to $75 at B.Riley

Wed, 22 Jul 2026 08:28:05 -0400

B.Riley analyst Craig Ellis lowered the price target on Amkor Technology (NASDAQ: AMKR) to $75.00 (from $90.00) while maintaining a Neutral rating.

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 16 Filed by: ROGERS MARK N

Mon, 20 Jul 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260720/26790147.html

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 16 Filed by: ROGERS MARK N

Mon, 20 Jul 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260720/26790147.html

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 14 Filed by: Faust Megan

Thu, 16 Jul 2026 16:37:00 -0400

si-local-file:///var/storage/secattach/20260716/26780165.html

Form 4 AMKOR TECHNOLOGY, INC. For: Jul 14 Filed by: Faust Megan

Thu, 16 Jul 2026 16:37:00 -0400

si-local-file:///var/storage/secattach/20260716/26780165.html