$AMKR POST-EARNING THOUGHTS

Amkor just printed the kind of quarter that reminds you why packaging is no longer the “boring” part of semis. They beat on the top line with $1.9B in Q4 sales versus ~$1.8B expected, they beat hard on earnings with $0.69 versus ~$0.44 expected and they did it while showing real operating leverage with gross […]

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