Amkor Technology (AMKR) is reportedly considering a KRW 1 trillion ($750M) expansion of its Gwangju, South Korea...

Amkor Technology (AMKR) is reportedly considering a KRW 1 trillion ($750M) expansion of its Gwangju, South Korea facility, driven by increasing orders from TSMC. According to a June 11, 2026 Digitimes report (source), the expansion would significantly boost Amkor's advanced packaging and test capacity, positioning it to capture more of TSMC's outsourced backend demand. This move signals strong demand for advanced packaging, a key growth area as AI and HPC chips require complex heterogeneous integration. For AMKR, this investment could lead to revenue growth and market share gains against competitors like ASE Technology (ASEH) and JCET. The expansion also underscores TSMC's reliance on OSAT partners to meet capacity needs. If confirmed, this capex increase would be a positive indicator for AMKR's future earnings and competitive position.