Early Signal | AI Portfolio
Universe Layer 1: Semiconductor Manufacturing AMKR
AMKR
Amkor Technology
Layer 1: Semiconductor Manufacturing Advanced Packaging
Bearish −1Neutral 0+1 Bullish
+0.475 ▲ Bullish medium conviction
$7.5B
Market Cap
45%
AI Revenue
$35.0M
Avg Daily Vol
0
Sec. Layers

Signal Breakdown ?

2026-02-25T02:39 · daily run
Daily
+0.394
Momentum, sentiment, earnings surprises, options flow
Weekly
+0.343
Sector rotation, supply chain stress, analyst revisions
Quarterly
+0.614
Earnings trends, valuation regime, macro positioning
Composite
+0.475
Decay-weighted aggregate · range −1 to +1

Latest Recommendation

This Week 2026-02-25T02:39
BUY medium conviction Target 2.4%
Medium bullish on Amkor Technology (Semiconductor Manufacturing, 45% AI revenue). Signal: +0.48.
Key Risk
⚠ Supply chain cyclicality
Layer: Semiconductor Manufacturing Sleeve: satellite

Supply Chain Position ?

⬆ Upstream Suppliers (1)
TSM +0.385
AMKR Layer 1 +0.475
⬇ Downstream Customers (2)
+0.171 NVDA +0.148 AMD

Portfolio Position

1.46%
Target allocation
Sleeve
tactical
Signal
+0.158
Conviction
low

Bottleneck Exposure ?

✓ Benefits from TSMC CoWoS Packaging CRITICAL
View all bottlenecks →

Fundamentals & Characteristics

Market Cap
$7,500M (7.5B)
Avg Daily Volume
$35.0M
AI Revenue %
45%
Liquid Options
No
Layer
1 — Semiconductor Manufacturing
Sub-Sector
Advanced Packaging
Mega Cap
No

Signal History

Date Run Composite Direction Conviction Daily Weekly Quarterly
2026-02-25T02:39 daily 0.475 long medium 0.394 0.343 0.614
2026-02-25T00:24 daily 0.457 long medium 0.305 0.343 0.614
2026-02-24T23:47 quarterly 0.435 long medium 0.191 0.343 0.614
2026-02-24T23:45 weekly 0.158 long low 0.191 0.343 0.000
2026-02-24T23:44 daily 0.047 neutral none 0.234 0.000 0.000