Amkor Technology (AMKR): Billionaire Rob Citrone Is Bullish on This Chip Stock

Amkor Technology, Inc. (NASDAQ:AMKR) is simply a caller summation to the 13F portfolio of Discovery Capital Management. The money owns implicit 2 cardinal shares successful the company, disclosed successful filings for the 4th fourth of 2025. The institution provides outsourced semiconductor packaging and trial services successful the United States, Japan, Europe, and the Asia Pacific. It offers turnkey packaging and trial services, including semiconductor wafer bump, wafer probe, wafer back-grind, bundle design, packaging, burn-in, system-level and last test.

READ MORE: 33 Stocks That Should Double successful 3 Years.

A large root of organization involvement successful Amkor Technology, Inc. (NASDAQ:AMKR) is the enactment of the steadfast successful 2.5D and High-Density Fan-Out (HDFO) packaging—the circumstantial exertion required to link AI chips to high-bandwidth memory. In its March 2026 presumption astatine the Morgan Stanley TMT Conference, Amkor projected that its 2.5D integration gross volition astir triple successful 2026. As AI models turn larger, the bottleneck has shifted from earthy spot powerfulness to the packaging that holds them together. Hedge funds presumption Amkor arsenic a mission-critical supplier for the adjacent procreation of AI server-class processors. Another important information is Amkor’s assertive enlargement successful the United States, which aligns with national CHIPS Act priorities. Amkor is investing $7 cardinal successful a caller precocious packaging installation successful Arizona, expected to beryllium the archetypal of its benignant successful the US.

While we admit the imaginable of AMKR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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