Amkor Technology reported strong second-quarter 2026 results, with net sales of US$1,897.97 million and net income of US$173.75 million, and issued third-quarter guidance for net sales of US$1.95 billion to US$2.05 billion and net income of US$180 million to US$205 million. NVIDIA committed US$1.5 billion to secure Amkor’s advanced U.S. packaging and test capacity, highlighting Amkor’s role in AI chip production and supply chain resilience. The investment adds a potential short-term catalyst by securing volume and visibility at Amkor’s U.S. facilities, alongside the 10-year TSMC collaboration in Arizona. Risks include customer concentration, execution risk around the Arizona buildout, and balancing growth investments with return on capital, especially after volatile share price moves and no actual buybacks under the new authorization. Five Simply Wall St community estimates span roughly US$25.88 to US$98.58 per share, showing wide divergence among individual investors. Amkor’s shares have risen but are still potentially undervalued by 45%.