Why analysts are watching it
Analysts are watching AMKR primarily due to its connection to the rapidly expanding CoWoS (chips on a wafer substrate) market. On April 19, 2026, Business With Brian, in his video "The UNTHINKABLE Just Happened. Prep for the Dip!", highlighted Amkor Technology's position in this sector, noting that CoWoS demand is experiencing an 80% annual growth. This strong growth in a specialized and critical area of chip manufacturing suggests potential for significant revenue expansion for Amkor. However, reliance on a single high-growth segment can introduce volatility.
Contributing creators
Source clips
"Now, we're going [452s] to look at a company that you may not [453s] have heard of, and that's called Amkor [454s] Technology, where chips on a wafer [456s] substrate, or CoWoS, demand is growing [459s] at 80% a year."
— The UNTHINKABLE Just Happened. Prep for the Dip!