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Amkor Technology

AMKRsupplier

Amkor Technology is one of the world's largest outsourced semiconductor assembly and test (OSAT) providers, offering advanced packaging solutions that are essential for assembling complex AI accelerator and high-performance computing chips.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($6.8B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Advanced Products (55%)
Mainstream Products (30%)
Test & Other Services (15%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Advanced Packaging (FC-BGA, SiP)40%

Flip-chip ball grid array and system-in-package for mobile and HPC

2.5D / 3D Packaging25%

Advanced multi-die packaging for AI accelerators and networking chips

Test Services20%

Wafer probe, final test, and burn-in for automotive and consumer ICs

Makro- und Marktkontext

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Nächste Katalysatoren

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Aktuelle Nachrichten

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Amkor Technology.

Unternehmensinformationen

Hauptsitz

Tempe, Arizona, USA

Gegründet

1968

Mitarbeiter

31,000+

Website

amkor.com

Sektorübersicht반도체

Sektornachrichten

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Hauptthemen

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Nächste Katalysatoren

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표