Amkor Technology Stock Jumps as Nvidia Packaging Deal Boosts AI Growth Outlook

Amkor Technology (AMKR) is up 10.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Amkor’s newly announced multi-year strategic partnership with Nvidia, which gives investors a clearer path to AI-driven growth and added visibility into future advanced packaging demand. The agreement also includes customer-backed expansion support, which likely strengthened confidence in Amkor’s Arizona buildout and broader U.S. semiconductor packaging strategy.

Details:

Amkor announced a multi-year agreement with Nvidia valued at $1.5 billion to expand advanced semiconductor packaging and test capacity in the United States.

The arrangement includes a prepayment from Nvidia to help fund Amkor’s U.S. advanced packaging expansion, including capacity in Arizona.

The two companies plan to jointly develop packaging and testing technologies for next-generation AI and accelerated computing platforms.

The announcement builds on Amkor’s earlier 10-year partnership with TSMC in Arizona, reinforcing its role in the domestic advanced chip supply chain.

Sources:

Amkor Technology, Reuters, Amkor Technology

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AMKR Insider Trading Activity

$AMKR insiders have traded $AMKR stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.

Here’s a breakdown of recent trading of $AMKR stock by insiders over the last 6 months:

JOHN T KIM sold 10,000,000 shares for an estimated $484,900,000
INVESTMENTS, LP 915 sold 10,000,000 shares for an estimated $484,900,000
MARK N ROGERS (EVP & General Counsel) has made 0 purchases and 6 sales selling 30,000 shares for an estimated $1,869,250.
ROGER ANTHONY CAROLIN sold 20,000 shares for an estimated $1,524,800
GIL C. TILY sold 15,000 shares for an estimated $1,159,500
KEVIN K. ENGEL (President and CEO) has made 0 purchases and 3 sales selling 21,037 shares for an estimated $1,005,457.
GUILLAUME MARIE JEAN RUTTEN sold 20,000 shares for an estimated $976,000
WINSTON J CHURCHILL has made 0 purchases and 2 sales selling 12,000 shares for an estimated $926,150.
FARSHAD HAGHIGHI (Executive Vice President) sold 15,624 shares for an estimated $789,012
DOUGLAS A ALEXANDER has made 0 purchases and 2 sales selling 5,000 shares for an estimated $382,900.
MEGAN FAUST (CFO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $134,510.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$AMKR Hedge Fund Activity

We have seen 345 institutional investors add shares of $AMKR stock to their portfolio, and 187 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DISCOVERY CAPITAL MANAGEMENT, LLC / CT removed 2,614,934 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $117,750,478
JANE STREET GROUP, LLC added 2,266,477 shares (+3578.1%) to their portfolio in Q1 2026, for an estimated $102,059,459
DIMENSIONAL FUND ADVISORS LP removed 1,781,422 shares (-13.9%) from their portfolio in Q1 2026, for an estimated $80,217,432
LSV ASSET MANAGEMENT removed 1,509,562 shares (-53.5%) from their portfolio in Q1 2026, for an estimated $67,975,576
TREXQUANT INVESTMENT LP added 1,066,184 shares (+inf%) to their portfolio in Q1 2026, for an estimated $48,010,265
VOLORIDGE INVESTMENT MANAGEMENT, LLC added 1,061,839 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,814,610
TCW GROUP INC added 971,057 shares (+1712.0%) to their portfolio in Q2 2026, for an estimated $83,734,245

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AMKR Congressional Stock Trading

Members of Congress have traded $AMKR stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $AMKR stock by members of Congress over the last 6 months:

SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 02/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$AMKR Price Targets

Multiple analysts have issued price targets for $AMKR recently. We have seen 5 analysts offer price targets for $AMKR in the last 6 months, with a median target of $69.0.

Here are some recent targets:

Craig Ellis from B. Riley Securities set a target price of $90.0 on 06/25/2026
Charles Shi from Needham set a target price of $90.0 on 04/28/2026
Joseph Moore from Morgan Stanley set a target price of $69.0 on 04/28/2026
James Schneider from Goldman Sachs set a target price of $65.0 on 04/28/2026
Peter Peng from JP Morgan set a target price of $65.0 on 02/10/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.