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Amkor Technology

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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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($6.8B)

Datos estáticos (cargando finanzas en tiempo real…)

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

Composición de segmentos y clientes principales

Detalles del producto

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

Contexto macro y de mercado

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

Próximos catalizadores

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

Últimas noticias

Cargando noticias...

Análisis IA

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Información de la Empresa

Sede Central

Tempe, Arizona, USA

Fundación

1968

Empleados

31,000+

Sitio Web

amkor.com

Estado del sector반도체

Noticias del sector

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

Temas clave

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

Próximos catalizadores

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