{"id":108919,"date":"2026-07-28T11:52:13","date_gmt":"2026-07-28T11:52:13","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/108919\/"},"modified":"2026-07-28T11:52:13","modified_gmt":"2026-07-28T11:52:13","slug":"this-nvda-partners-stock-jumps-7-why-ubs-sees-38-upside-for-amkor-technology-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/108919\/","title":{"rendered":"This NVDA Partner\u2019s Stock Jumps 7% \u2014 Why UBS Sees 38% Upside For Amkor Technology"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">UBS upgraded Amkor to Buy from &#8216;Neutral&#8217; and raised its price target.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The brokerage expects Amkor&#8217;s advanced packaging business to add $1.1 billion in revenue by 2027, driven by rising AI server demand and tighter industry capacity.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Retail interest surged on Stocktwits, with sentiment turning &#8216;bullish,&#8217; message volume jumping 940% over the past week, and the stock&#8217;s watcher base rising 2.6%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Shares of Amkor Technology Inc. (AMKR) rose more than 7% in morning trading on Friday after UBS upgraded the semiconductor packaging and testing company to &#8216;Buy&#8217; from &#8216;Neutral,&#8217; citing stronger long-term growth driven by artificial intelligence demand. The investment bank also raised its price target to $90 from $80, implying nearly 38% upside from Thursday&#8217;s closing price.  <\/p>\n<p>        Amkor&#8217;s NVDA Tie-Up Strengthens AI Growth Outlook          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">UBS said Amkor&#8217;s recently expanded $1.5 billion strategic partnership with Nvidia (NVDA) supports the company&#8217;s growing role in packaging the chipmaker&#8217;s next-generation AI processors, including the Vera CPU, GB10, N1X and future products. The firm also sees an opportunity for Amkor to accelerate its business related to Advanced Micro Devices&#8217; Venice CPU as demand continues to improve, according to CNBC.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/stocktwits.com\/newsletters\" data-ylk=\"slk:See%20what%2010M%2B%20investors%20are%20talking%20about.%20Get%20the%20Stocktwits%20Daily%20Rip%20for%20what%20retail%20is%20watching%20right%20now%2C%20free%20to%20your%20inbox;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">On Thursday, Amkor expanded its multiyear advanced chip packaging partnership with Nvidia through a <a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/nvidia-and-amkor-partner-in-1-5-b-deal-to-boost-semiconductor-packaging\/cZZF24BR7U8\" data-ylk=\"slk:%241.5%20billion%20agreement;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;$1.5 billion agreement&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">$1.5 billion agreement<\/a> that includes a cash prepayment. The partnership is designed to accelerate the development of next-generation AI hardware and expand domestic chip processing capacity in the U.S.  <\/p>\n<p>        UBS Expects Advanced Packaging Business To Expand          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">UBS expects Amkor to add $1.1 billion in advanced packaging revenue in 2027. The firm said the company&#8217;s advanced packaging business should benefit from rising server CPU volumes, growth in its base business, tighter capacity and price increases to offset inflationary costs.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Earlier this year, Amkor signed a 10-year agreement with Taiwan Semiconductor Manufacturing Company. It also maintains an ongoing business relationship with Advanced Micro Devices.  <\/p>\n<p>        AMKR Stock: What Stocktwits Retail Sentiment Says          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">On Stocktwits, retail sentiment for AMKR improved to &#8216;bullish&#8217; from &#8216;bearish&#8217; in the past 24 hours, while message volume was &#8216;extremely high&#8217; at the time of writing.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Over the past seven days, message volume around the stock has surged 940%, while the ticker&#8217;s retail watcher base jumped 2.6% in the same period.  <\/p>\n","protected":false},"excerpt":{"rendered":"UBS upgraded Amkor to Buy from &#8216;Neutral&#8217; and raised its price target. The brokerage expects Amkor&#8217;s advanced packaging&hellip;\n","protected":false},"author":2,"featured_media":108920,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[2234,53032,53034,53035,53031,12109,1080,53033,223],"class_list":["post-108919","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-advanced-micro-devices","tag-advanced-packaging","tag-amkor","tag-base-business","tag-message-volume","tag-packaging","tag-price-target","tag-taiwan-semiconductor-manufacturing-company","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116997465223410332","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/108919","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=108919"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/108919\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/108920"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=108919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=108919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=108919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}