Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Amkor: Don't Panic

Executive summary:

  • Amkor reported mostly in-line results for the MRQ, but top-line guidance fell short
  • Guidance fell short principally due to high end smartphone/tablet slowdown
  • Amkor is both gaining share at the high end and low end (notably Apple), making a second-half rebound easier to play



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