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Amkor vs. Ichor: Two AI Hardware Enablers the Market Is Sleeping On

Summary by 247wallst.com
Quick Read Amkor Technology (AMKR) delivered Q4 advanced products revenue of $1.58B representing 84% of sales with gross margin expanding to 16.7%, while increasing FY2026 CapEx guidance to $2.5B-$3.0B to fund new Arizona advanced packaging campus. Ichor Holdings (ICHR) posted Q4 non-GAAP EPS of $0.01 beating estimates by 116.67% despite restructuring charges, and is guiding Q1 revenue of $240M-$260M reflecting upward momentum after exiting Sco…

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Amkor vs. Ichor: Two AI Hardware Enablers the Market Is Sleeping On

Quick Read Amkor Technology (AMKR) delivered Q4 advanced products revenue of $1.58B representing 84% of sales with gross margin expanding to 16.7%, while increasing FY2026 CapEx guidance to $2.5B-$3.0B to fund new Arizona advanced packaging campus. Ichor Holdings (ICHR) posted Q4 non-GAAP EPS of $0.01 beating estimates by 116.67% despite restructuring charges, and is guiding Q1 revenue of $240M-$260M reflecting upward momentum after exiting Sco…

·New York, United States
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247wallst.com broke the news in New York, United States on Saturday, March 14, 2026.
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