AMKOR TECHNOLOGY WKN: 911648 ISIN: US0316521006 Forum: Aktien Thema: Hauptdiskussion

Langfristige Partnerschaft mit TSMC

https://x.com/hedgebergcom/status/2066869289139786080?s=46

Geil, was geht ab?

Ab geht’s

Wer sich am Markt auskennt weiß das aoch das Ding ohne Probleme nochnmal verdoppeln kann

Er analysiert regelmäßig Amkor und ist ziemlich gut

https://x.com/hedgebergcom/status/2065456509048226114?s=46

https://x.com/hedgebergcom/status/2065452675999658225?s=46

Business with Brian hat die Amkor auch empfohlen, falls jemand den Kanal noch nicht kennt. Bin so auf die Amkor gestoßen ✌🏼

??????

????

Wo?

Short verbrannt

Short glüht

Kracht komplett ein

Needham Raises $AMKR PT to $90 from $65 - Buy Analyst comments: "Amkor reported solid 1Q26 results, with revenue and gross margin nicely above the Street. 2Q26 guidance exceeded our/consensus estimates. For 2026, Computing is still expected to be up more than 20%, with AI/data center-related strength offsetting weakness in PC. Automotive/Industrial is likely the second strongest segment, and Communications is expected to be up high-single to low-double digits, thanks to exposure to iOS, whereas Consumer is likely to be a laggard and flat to up low-single digits. On the flip side, management expects operating margin dilution due to Arizona ramp-up costs flowing through operating expenses next year. Our estimates are revised higher for 2026 and, to a lesser degree, for 2027. Our price target is raised to $90. Maintain Buy."