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AMKR vs COHU
Which Stock Would AI Choose? Amkor Technology (AMKR) vs. Cohu (COHU) Stock Comparison
Key Takeaways
- Amkor Technology (AMKR) has seen substantial recent momentum from a major partnership with Nvidia focused on advanced semiconductor packaging for artificial intelligence (AI) applications.
- Cohu (COHU) operates in the semiconductor test and inspection equipment segment, with performance more closely tied to broader industry capital expenditure cycles.
- Over the past year, AMKR has delivered significantly stronger total returns compared to COHU amid differing exposure to AI-driven demand.
- Both companies serve the semiconductor supply chain but differ in business models: AMKR provides packaging and test services while COHU supplies equipment for testing and handling.
- Recent market activity shows AMKR benefiting from positive analyst upgrades and capacity expansion news, while COHU’s relative performance has been more muted.
- Tickeron’s AI models currently assign a stronger long-term rating to AMKR than to COHU based on trend consistency and earnings metrics.
Introduction
Amkor Technology (AMKR) and Cohu (COHU) are both established players in the semiconductor industry, yet they occupy distinct positions within the value chain. This comparison examines their recent stock behavior, business fundamentals, and market positioning to assist investors and traders evaluating exposure to semiconductor packaging, testing, and related equipment. The analysis is particularly relevant for those monitoring AI-related supply chain developments, cyclical semiconductor trends, and relative valuation opportunities in the technology hardware sector.
AMKR Overview and Recent Performance
Amkor Technology (AMKR) specializes in semiconductor packaging and test services, supporting advanced nodes used in mobile, automotive, and high-performance computing applications. In recent weeks, the stock has exhibited strong upward momentum following the announcement of a $1.5 billion strategic partnership with Nvidia to expand advanced packaging capacity, particularly in Arizona. This development has reinforced sentiment around AMKR’s role in the AI supply chain. The company is scheduled to report second-quarter 2026 results on July 27, 2026, with investors focusing on margin trends and guidance. Year-to-date and one-year returns have significantly outpaced broader market benchmarks, reflecting sustained demand for advanced packaging solutions.
COHU Overview and Recent Performance
Cohu (COHU) designs and manufactures semiconductor test and inspection equipment, serving manufacturers that require high-reliability testing solutions across automotive, industrial, and consumer electronics markets. Recent market activity for the stock has been more measured, with performance reflecting typical capital spending patterns among semiconductor producers rather than specific large-scale AI-related catalysts. The company continues to navigate industry cycles, where equipment demand can fluctuate with customer fab utilization rates. Broader sector volatility in recent weeks has influenced trading, though COHU has maintained a steadier profile compared to more AI-centric names.
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Head-to-Head Comparison
Amkor Technology (AMKR) and Cohu (COHU) both participate in the semiconductor ecosystem but through different lenses: AMKR focuses on outsourced packaging and testing services, while COHU provides capital equipment for wafer and package testing. Growth drivers for AMKR currently center on AI-related advanced packaging demand, creating a more direct link to high-growth end markets. COHU’s outlook remains more dependent on overall semiconductor capital expenditure trends, which can be cyclical. Recent momentum favors AMKR following its Nvidia partnership and analyst upgrades, whereas COHU has shown comparatively lower volatility and fewer near-term catalysts. Risk factors include execution on capacity expansions for AMKR and potential delays in equipment orders for COHU. Sector exposure overlaps in semiconductors, yet AMKR’s service model offers different margin and scalability characteristics than COHU’s equipment-focused approach. Market sentiment has been more constructive toward AMKR in recent weeks due to visible AI tailwinds.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings stability, and relative positioning within the AI supply chain, Tickeron’s AI models currently assign a higher probability of favorable long-term performance to Amkor Technology (AMKR) over Cohu (COHU). The stronger rating reflects AMKR’s recent catalysts and elevated growth metrics compared with COHU’s more cyclical equipment exposure. This assessment remains probabilistic and subject to evolving market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMKR is a Buy and COHU is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMKR’s FA Score shows that 2 FA rating(s) are green whileCOHU’s FA Score has 1 green FA rating(s).
- AMKR’s FA Score: 2 green, 3 red.
- COHU’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMKR’s TA Score shows that 5 TA indicator(s) are bullish while COHU’s TA Score has 6 bullish TA indicator(s).
- AMKR’s TA Score: 5 bullish, 4 bearish.
- COHU’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMKR (@Electronic Production Equipment) experienced а +3.21% price change this week, while COHU (@Electronic Production Equipment) price change was +8.53% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +6.60%. For the same industry, the average monthly price growth was +0.70%, and the average quarterly price growth was +45.74%.
Reported Earning Dates
AMKR is expected to report earnings on Nov 02, 2026.
COHU is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Electronic Production Equipment (+6.60% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| AMKR | COHU | AMKR / COHU | |
| Capitalization | 14.3B | 2.76B | 518% |
| EBITDA | 1.39B | 21.3M | 6,535% |
| Gain YTD | 41.232 | 141.255 | 29% |
| P/E Ratio | 25.90 | 51.42 | 50% |
| Revenue | 7.46B | 523M | 1,426% |
| Total Cash | 2.51B | 498M | 504% |
| Total Debt | 2.59B | 327M | 791% |
AMKR | COHU | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 32 Undervalued | 52 Fair valued | |
PROFIT vs RISK RATING 1..100 | 62 | 65 | |
SMR RATING 1..100 | 64 | 93 | |
PRICE GROWTH RATING 1..100 | 54 | 37 | |
P/E GROWTH RATING 1..100 | 27 | 5 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AMKR's Valuation (32) in the Semiconductors industry is in the same range as COHU (52) in the Electronic Production Equipment industry. This means that AMKR’s stock grew similarly to COHU’s over the last 12 months.
AMKR's Profit vs Risk Rating (62) in the Semiconductors industry is in the same range as COHU (65) in the Electronic Production Equipment industry. This means that AMKR’s stock grew similarly to COHU’s over the last 12 months.
AMKR's SMR Rating (64) in the Semiconductors industry is in the same range as COHU (93) in the Electronic Production Equipment industry. This means that AMKR’s stock grew similarly to COHU’s over the last 12 months.
COHU's Price Growth Rating (37) in the Electronic Production Equipment industry is in the same range as AMKR (54) in the Semiconductors industry. This means that COHU’s stock grew similarly to AMKR’s over the last 12 months.
COHU's P/E Growth Rating (5) in the Electronic Production Equipment industry is in the same range as AMKR (27) in the Semiconductors industry. This means that COHU’s stock grew similarly to AMKR’s over the last 12 months.
| AMKR | COHU | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 81% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 84% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 76% | 2 days ago 77% |
| Advances ODDS (%) | 2 days ago 73% | 2 days ago 74% |
| Declines ODDS (%) | 16 days ago 71% | 16 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 79% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 72% |
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AMKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMKR has been closely correlated with RMBS. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMKR jumps, then RMBS could also see price increases.
| Ticker / NAME | Correlation To AMKR | 1D Price Change % | ||
|---|---|---|---|---|
| AMKR | 100% | +2.38% | ||
| RMBS - AMKR | 79% Closely correlated | +4.76% | ||
| COHU - AMKR | 77% Closely correlated | +6.29% | ||
| AMAT - AMKR | 74% Closely correlated | +4.29% | ||
| MPWR - AMKR | 74% Closely correlated | +1.63% | ||
| LSCC - AMKR | 73% Closely correlated | +2.50% | ||
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COHU and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHU has been closely correlated with UCTT. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if COHU jumps, then UCTT could also see price increases.
| Ticker / NAME | Correlation To COHU | 1D Price Change % | ||
|---|---|---|---|---|
| COHU | 100% | +6.29% | ||
| UCTT - COHU | 77% Closely correlated | +5.33% | ||
| AMKR - COHU | 77% Closely correlated | +2.38% | ||
| LRCX - COHU | 76% Closely correlated | +4.72% | ||
| AMAT - COHU | 75% Closely correlated | +4.29% | ||
| ENTG - COHU | 74% Closely correlated | +7.24% | ||
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