Shares of Amkor Technology AMKR have jumped 84.5% in the past year, substantially outperforming both the Zacks Computer and Technology sector and the Zacks Electronics - Semiconductors industry, which gained 27.2% and 42.8%, respectively. The stock's rally is driven by rising demand for advanced packaging and improving factory utilization, with AI and HPC demand further strengthening Amkor's growth prospects. The company is seeing increasing demand for complex packaging technologies across AI infrastructure and high-performance computing, while its HDFO data-center CPU program began ramping in the second quarter and is expected to scale further.
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