Amkor Technology (AMKR)

Intel supply chain and AI server component sub-theme > Five plays across OSAT/packaging (AMKR), foundry (UMC), Jintide server CPUs (6809.HK), and AI server power electronics (2308.TW and DELTA.BK) > All vault pages written 2026-04-26. Data as of April 26, 2026.

— Full briefing at https://pink.sakdiarpa.com/reports/amkr.html (4 sections, ~23201 words).