Comprare azioni Amkor Technologies (AMKR)? — Analisi degli YouTuber di finanza

The YouTuber recommends Amkor Technologies as a critical second source for advanced packaging (co-wars) of AI chips, a process essential for NVIDIA's AI chips where demand is growing faster than supply. With NVIDIA consuming most of TSMC's co-wars capacity, other AI chip makers will need alternatives. Amkor's Arizona facility, supported by the CHIPS Act and adjacent to TSMC's US fabs, positions it to capture this overflow demand, with its advanced packaging business expected to nearly triple this year.

“TSMC performs most of this work, but NVIDIA already controls over half of TSMC's co-wars capacity, which means every other AI chip maker, think Broadcom, AMD, every custom ASIC builder, they're going to need a second source. And lo and behold, Amcor is that second source.” — ▶ 01:07:59

Amkor, a chip packaging company, is a crucial part of the AI chip supply chain, having built a factory near TSMC's Arizona facility. This strategic positioning suggests it will benefit from the increased demand for advanced chip components, including those for SpaceX's AI initiatives.

“Amkor just built a factory 7 miles from TSMC's Arizona facility, which isn't a coincidence. That's the supply chain reorganizing in real time.” — ▶ Guarda clip