Large U.S. tech firms like$エヌビディア(NVDA.US)$,$マイクロソフト(MSFT.US)$, and$アルファベット A(GOOGL.US)$have gained from the AI market hype over the past year. However, more companies in the global AI supply chain are also poised to benefit. Check out these companies in the AI semiconductor value chain: According to a BofA note, there has been a surge in the AI market with diverse AI solutions emerging since mid-2023.$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$plays a c...
$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas: Equipment Suppliers: $ASMLホールディング(ASML.US)$: A leadin...
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The company's ROCE trend does not inspire confidence as it has remained relatively flat despite increased capital deployment. Unless these underlying trends turn more positive, the high performance of the stock may not continue.
Amkor's revenue dropped 8.1% YoY, indicating a deepening downcycle. Despite strong inventory and operating margin improvements, its revenue guidance missed expectations and gross margin shrunk, leading to a 7.1% stock drop.
Amkor Technology's market perception has seen a positive shift over the past five years, with share price outpacing EPS growth. Dividends have boosted total shareholder return, but the one-year total return of 6.9% lags behind the market.
Despite mixed results, semiconductor manufacturing stocks have generally held their ground better than others, with share prices up 20.3% on average since the previous earnings results.
The significant sale of shares by insiders combined with the lack of purchases over the past year may spell a potential red flag for investors. Despite high insider ownership aligning with shareholders' interests, recent activities paint a discouraging picture.
Investors expect Amkor Tech to outperform in the market, supporting its high P/E ratio despite falling earnings. The high P/E ratio may sustain the share price unless conditions change.
Despite Amkor Technology's performance remaining relatively consistent, it has shown it can reinvest its capital at good rates of return. The significant stock return over the past five years demonstrates a positive trend that could potentially attract more investors.
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Check out these companies in the AI semiconductor value chain:
According to a BofA note, there has been a surge in the AI market with diverse AI solutions emerging since mid-2023. $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ plays a c...
Equipment Suppliers:
$ASMLホールディング(ASML.US)$: A leadin...
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