ENTITY · amkor
Amkor TechnologyAMKR
United States·assembly test·major·$22.4B mkt cap
Second-largest OSAT; building advanced packaging capacity in Arizona.
WATCH · 40–69
43/100 illustrative
Underwriting Thesis
WATCH — Amkor Technology: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in assembly test. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration49
Sole-Source Dependence65
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
assembly testadvanced packaging
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MAmkor Technology → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BAmkor Technology → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MAmkor Technology → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MAmkor Technology → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 14
- Mitsui High-tecJapanALLIED
- Chang Wah TechnologyTaiwanCHOKEPOINT
- ALLIED
- ALLIED
- DISCOJapanALLIED
- BE Semiconductor IndustriesNetherlandsALLIED
- ASMPTSingaporeALLIED
- Kulicke & SoffaSingaporeALLIED
- TOWAJapanALLIED
- SUSS MicroTecGermanyALLIED
- CohuUnited StatesDOMESTIC
- TeradyneUnited StatesDOMESTIC
- Chroma ATETaiwanCHOKEPOINT
- ALLIED