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Amkor Technology, Inc. Message Board

vidphones2003 5 posts  |  Last Activity: Nov 22, 2015 3:33 PM Member since: Nov 4, 2003
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  • vidphones2003 by vidphones2003 Nov 22, 2015 3:33 PM Flag

    Apple (APPL) foundry Taiwan Semiconductor Manufacturing Corp. (2330.Taiwan/TSM), or TSMC, has a new source of revenue – a better technology known as Integrated Fan-Out (InFO) that packages mobile chips on top of a circuit board. Apple reportedly will use InFO for its iPhone 7 next year.

    For details on InFO, see my October 22 blog “TSMC: Apple Will Pioneer InFO To Build Thinner Phones, Bernstein Raises Target”.

    Taiwan’s Economic Daily reported yesterday that other customers, such as Qualcomm (QCOM), Huawei‘s HiSilicon and MediaTek (2454.Taiwan), will adopt TSMC’s InFO too, as early as the end of the first-quarter next year, potentially threatening existing packaging companies Advanced Semiconductor Engineering (2311.Taiwan), or ASE and Siliconware Precision Industries (2325.Taiwan), or SPIL.

    This reporting is not reliable, according to Goldman Sachs‘ Ricky Lee:

    We believe the early adoption of TSMC InFO by top fabless companies in 1H16 is unrealistic for the below reasons: 1) we believe the majority of Qualcomm’s 2016 16nm SoC is likely to be fabricated at Samsung rather than TSMC; 2) Mediatek’s 16nm chips should only enter tape-out phase in 1H16, leading to late 2016 volume shipments to the market, in our view; 3) we don’t think major fabless companies would be eager to adopt brand new solutions in the first year of rollout due to limited track record on manufacturing cost, yield rate, and product performance.

  • vidphones2003 by vidphones2003 Nov 3, 2015 2:39 PM Flag

    DAQ:AMKR) had its price target boosted by analysts at Topeka Capital Markets from $9.00 to $11.00 in a research report issued on Monday, The brokerage presently has a “buy” rating on the stock. Topeka Capital Markets’ price target points to a potential upside of 73.78% from the company’s previous close.

    In other Amkor Technology news, Director Robert Randolph Morse bought 10,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were acquired at an average cost of $4.18 per share, for a total transaction of $41,800.00. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Winston J. Churchill bought 11,300 shares of the business’s stock in a transaction on Tuesday, August 11th. The shares were acquired at an average price of $4.35 per share, for a total transaction of $49,155.00.

  • vidphones2003 by vidphones2003 Oct 30, 2015 12:57 PM Flag

    Its $33.45 per share 37.5 % premium.
    Company can buyback stock all the way up to that price!

  • vidphones2003 by vidphones2003 Sep 16, 2015 1:50 PM Flag

    In Citi conference last week analyst ask about this and Amkr said they have similar technology.
    Can anyone have any thought on this?

  • Reply to

    ASE and SPILL

    by investalotmore1 Aug 21, 2015 9:29 AM
    vidphones2003 vidphones2003 Aug 29, 2015 10:23 AM Flag

    Now the Foxconn also wants 21% of Spil.
    Osat is getting some attention.

6.66+0.03(+0.45%)Nov 27 1:00 PMEST