Back to news

Amkor Technology Jumps as Chip Stocks Rebound and Investors Reassess AI Packaging Story

Investivoq PriceTracker

Amkor Technology (AMKR) is up 10.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a broader rebound in semiconductor stocks, while investors also continue to focus on Amkor’s recent AI-related manufacturing commitments and solid third-quarter profitability. This could be because the market is revisiting the company’s role in advanced packaging after a sharp pullback earlier this month. ([apnews.com](https://apnews.com/article/d938f8e6ff42b3706e1d36e6245ec56b?utm_source=openai))

Details:

  • Amkor said on October 21 that its multi-year agreements with NVIDIA in Arizona and South Korea now total $3 billion, supported by a new $1.3 billion commitment tied to advanced packaging capacity for AI and accelerated computing platforms. ([stocktitan.net](https://www.stocktitan.net/news/AMKR/amkor-technology-and-nvidia-advance-strategic-partnership-for-ai-uivpa5jkp84a.html))
  • In its third-quarter 2026 release, Amkor reported net sales of $1.991 billion, net income of $191 million, diluted EPS of $0.76, and gross margin of 18.3%, showing improved profitability versus the prior quarter and year-ago period. ([stocktitan.net](https://www.stocktitan.net/news/AMKR/amkor-technology-reports-financial-results-for-the-third-quarter-ksz89uoue40x.html))
  • Amkor also said computing represented 26% of third-quarter revenue, up from 22% in the prior quarter and 19% a year earlier, which supports the view that AI and data-center demand are becoming more important to its mix. ([stocktitan.net](https://www.stocktitan.net/news/AMKR/amkor-technology-reports-financial-results-for-the-third-quarter-ksz89uoue40x.html))
  • The stock’s jump also fits a wider chip-sector bounce this week as investors bought back into semiconductors after a sharp selloff. ([apnews.com](https://apnews.com/article/d938f8e6ff42b3706e1d36e6245ec56b?utm_source=openai))

    • Sources:

    Amkor Technology Investor Relations, SEC, AP News

    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 Insider Trades

    $AMKR insiders have traded $AMKR stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.

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

    • GUILLAUME MARIE JEAN RUTTEN has made 0 purchases and 2 sales selling 50,000 shares for an estimated $2,746,250.
    • MARK N ROGERS (EVP & General Counsel) has made 0 purchases and 4 sales selling 20,000 shares for an estimated $1,413,700.
    • DOUGLAS A ALEXANDER has made 0 purchases and 2 sales selling 10,000 shares for an estimated $554,050.
    • WINSTON J CHURCHILL sold 5,000 shares for an estimated $391,000
    • MEGAN FAUST (CFO) has made 0 purchases and 5 sales selling 5,000 shares for an estimated $284,930.
    • KEVIN K. ENGEL (President and CEO) has made 0 purchases and 2 sales selling 4,221 shares for an estimated $186,387.

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

    Investivoq Alerts
    Receive AMKR Data Alerts
    Get market-moving data, filings, and signals for AMKR in real time.
    Sign Up

    $AMKR Hedge Fund Activity

    We have seen 348 institutional investors add shares of $AMKR stock to their portfolio, and 310 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 5,702,608 shares (+inf%) to their portfolio in Q2 2026, for an estimated $491,735,887
    • JANE STREET GROUP, LLC removed 2,022,126 shares (-86.8%) from their portfolio in Q2 2026, for an estimated $174,367,924
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,832,535 shares (+inf%) to their portfolio in Q2 2026, for an estimated $158,019,493
    • CLAL INSURANCE ENTERPRISES HOLDINGS LTD added 1,764,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $152,109,720
    • AMERICAN CENTURY COMPANIES INC removed 1,657,604 shares (-61.1%) from their portfolio in Q2 2026, for an estimated $142,935,192
    • SW INVESTMENT MANAGEMENT LLC removed 1,400,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $120,722,000
    • TCW GROUP INC removed 1,027,777 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $53,834,959

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

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