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Is Amkor a Buy After Nvidia’s $3 Billion Deal?
Amkor (AMKR) stock: a solid Q3 2026 and a bigger Nvidia deal, so why are we still passing?
In this video: what Amkor actually does in advanced packaging, what drove its Q3 2026 results and margin jump, and why we’d rather own the equipment makers behind packaging than the packager itself.
Sponsored by Fiscal.ai. See disclosure in the sponsor block below.
Amkor posted Q3 2026 revenue of $1.99B (flat YoY), gross margin up about 400 bps to 18.3%, and net income up 50% YoY to roughly $191M. Free cash flow turned negative on $548M of capex, and Nvidia expanded its commitment to $3B total with a…
The skinny
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