Amkor Technology, Inc. - Common Stock (AMKR)

The global semiconductor landscape shifted dramatically this week as the U.S. government officially implemented a 25% ad valorem tariff on high-end artificial intelligence processors. Effective as of January 15, 2026, the measure—already dubbed the "Silicon Surcharge" by industry insiders—targets the most advanced chips essential for large language

As the AI revolution enters its most capital-intensive phase yet in early 2026, the industry’s greatest challenge is no longer just the design of smarter algorithms or the procurement of raw silicon. Instead, the global technology sector finds itself locked in a desperate scramble for "Advanced Packaging," specifically the Chip-on-Wafer-on-Substrate (CoWoS) technology pioneered by Taiwan [...]

In the early weeks of 2026, the artificial intelligence industry has reached a pivotal realization: the race for dominance is no longer being won solely by those with the smallest transistors, but by those who can best "stitch" them together. At the heart of this paradigm shift is Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) [...]

In a move that has sent shockwaves through the global technology sector, the United States officially implemented a 25% tariff on frontier-class AI semiconductors, effective January 15, 2026. This aggressive trade policy, dubbed the "Silicon Surcharge," marks a pivotal shift in the American strategy to secure "Silicon Sovereignty." By targeting the world’s most advanced computing [...]

WASHINGTON, D.C. — In a monumental move that redraws the global map of high-tech manufacturing, the United States and Taiwan officially signed a landmark $500 billion semiconductor trade and investment agreement on January 15, 2026. This historic "Silicon Pact" is designed to aggressively reshore advanced chip production to American soil,

In a move that marks the most aggressive shift in global technology trade policy in decades, President Trump signed a national security proclamation yesterday, January 14, 2026, imposing a 25% tariff on the world’s most advanced artificial intelligence semiconductors. The order specifically targets NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD), hitting their flagship H200 and [...]

PHOENIX, AZ — In a move that fundamentally reshapes the global semiconductor landscape, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has announced a massive acceleration of its United States operations. Today, January 15, 2026, the company confirmed that its second Arizona facility will begin high-volume 3nm production by the second half of 2027, a significant pull-forward [...]

As of January 2026, the artificial intelligence industry has reached a pivotal infrastructure milestone. For the past three years, the primary bottleneck for the global AI explosion has not been the design of the chips themselves, nor the availability of raw silicon wafers, but rather the specialized "advanced packaging" required to stitch these complex processors [...]

The semiconductor sector, the undisputed engine of the 2025 market rally, faced a stark reality check on January 8, 2026. After a blistering start to the year that saw several industry leaders touch all-time highs, a wave of aggressive profit-taking swept through the sector. The reversal was catalyzed by a

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

As of January 8, 2026, the global semiconductor landscape has undergone its most radical transformation since the invention of the integrated circuit. The ambitious "reshoring" initiatives launched in the wake of the 2022 supply chain crises have reached a critical tipping point. For the first time in decades, the world’s most advanced artificial intelligence processors [...]

Check out the companies making headlines yesterday:

As of early 2026, the semiconductor industry has reached a historic inflection point where the traditional method of scaling transistors—shrinking them to pack more onto a single piece of silicon—has effectively hit a physical and economic wall. In its place, a new frontier has emerged: advanced packaging. No longer a mere "back-end" process for protecting [...]

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 5.2% in the afternoon session after investment firm Needham & Company significantly raised its price target on the stock, pointing to surging demand for artificial intelligence chips. 

On January 5, 2026, Taiwan Semiconductor Manufacturing Co. (NYSE: TSM; TWSE: 2330) saw its shares surge to an all-time high, marking a historic milestone for the global semiconductor industry. The rally was ignited by a comprehensive price target upgrade from Goldman Sachs (NYSE: GS), which characterized the current artificial intelligence

Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 5.6% in the afternoon session after the stock rallied alongside its peers as the Philadelphia Semiconductor Index surged. 

Amkor has been on fire lately. In the past six months alone, the company’s stock price has rocketed 77%, reaching $39.48 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

As we enter 2026, the artificial intelligence industry is grappling with a paradox: while software capabilities are accelerating at an exponential rate, the physical reality of hardware production has hit a massive bottleneck known as the "Silicon Squeeze." Throughout 2025, the primary barrier to AI progress shifted from the ability to print microscopic transistors to [...]

As of December 30, 2025, the narrative of the global AI race has shifted from a battle over transistor counts to a desperate scramble for "back-end" real estate. For the past decade, the semiconductor industry focused on the front-end—the complex lithography required to etch circuits onto silicon wafers. However, in the closing days of 2025, [...]

As 2025 draws to a close, the primary bottleneck in the global artificial intelligence race has shifted from the raw fabrication of silicon wafers to the intricate art of advanced packaging. Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) has officially set its sights on a massive expansion for 2026, aiming to increase its CoWoS (Chip-on-Wafer-on-Substrate) [...]

As of late 2025, the ambitious vision of the U.S. CHIPS and Science Act has transitioned from a legislative gamble into a tangible industrial triumph. Nowhere is this more evident than in Arizona’s "Silicon Desert," where the scorched earth of the Sonoran landscape has been replaced by the gleaming, ultra-clean silhouettes of the world’s most [...]

As of late December 2025, the global semiconductor landscape has undergone a seismic shift, with Arizona officially cementing its status as the "Silicon Desert." In a landmark week for the American tech industry, both Intel (NASDAQ: INTC) and Taiwan Semiconductor Manufacturing Company (NYSE: TSM) have announced major operational milestones at their respective mega-fabs. Intel’s Fab [...]

As of late December 2025, the financial world is witnessing a historic realignment of asset classes. Gold and silver have not only breached long-standing psychological barriers but have entered a definitive technical breakout phase that has fundamentally altered the relationship between "hard assets" and the traditional equity market. With gold