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AMKR vs QCOM
Which Stock Would AI Choose? Amkor Technology (AMKR) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- AMKR has surged nearly 95% year-to-date (YTD), vastly outpacing QCOM's approximately 10% YTD gain, driven by AI packaging demand.
- AMKR reported record Q1 2026 revenue of $1.69 billion, up 27% YoY, with shares trading at a P/E of 44 amid strong advanced packaging momentum.
- QCOM boasts a larger market cap of $197 billion versus AMKR's $19 billion, with higher revenue scale and a $20 billion buyback enhancing shareholder value.
- Both stocks benefit from semiconductor sector tailwinds, but AMKR shows superior recent momentum while QCOM offers greater stability and diversification into automotive and AI chips.
- AMKR's beta of 2.31 indicates higher volatility compared to QCOM's 1.49, reflecting differing risk profiles in the chip ecosystem.
Introduction
Amkor Technology (AMKR) and Qualcomm (QCOM) represent key players in the semiconductor industry, with AMKR focusing on outsourced semiconductor assembly and test (OSAT) services and QCOM designing fabless chips for mobile, automotive, and IoT applications. This stock comparison analyzes their recent performance, business models, and market positioning amid surging AI and tech demand. Traders seeking high-momentum plays may eye AMKR, while long-term investors could favor QCOM's scale and diversification. Understanding their relative strengths aids in navigating semiconductor sector volatility and growth opportunities.
AMKR Overview and Recent Performance
Amkor Technology (AMKR) is a leading provider of outsourced semiconductor packaging and test services, supporting advanced packaging for AI, high-performance computing, automotive, and mobile chips. In recent market activity, AMKR shares have delivered explosive gains, up nearly 95% YTD and over 330% in the past year, trading around $77 with a 52-week range of $17.18 to $79.23. This momentum follows a record Q1 2026 with net sales of $1.69 billion (up 27% YoY), gross profit of $239 million, and EPS of $0.33, fueled by broad end-market demand and advanced packaging progress. Improved factory utilization and margin initiatives have boosted sentiment, though high beta (2.31) underscores cyclical risks. Analysts maintain a hold rating with a $75.50 target, balancing AI tailwinds against supply chain dynamics.
QCOM Overview and Recent Performance
Qualcomm Incorporated (QCOM) designs semiconductors and wireless technologies, powering Snapdragon platforms for 5G, on-device AI, automotive, and IoT. Recent weeks have seen QCOM stock rise sharply, up about 10% YTD and 37% over the past year, recently trading near $199 after a 12% surge on AI wins and a $20 billion buyback announcement. With a market cap of $197 billion and P/E of 20, QCOM benefits from diversification beyond handsets into automotive growth and hyperscaler AI partnerships. A quarterly dividend hike to $0.92 per share (1.97% yield) supports investor appeal. While YTD lags peers, recent earnings beats and AI chip momentum have improved sentiment, tempered by device cycle volatility and a beta of 1.49.
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Head-to-Head Comparison
Amkor Technology (AMKR) and Qualcomm (QCOM) operate in the semiconductor space but differ starkly: AMKR as an OSAT specialist emphasizes packaging for AI accelerators, while QCOM is a fabless designer with broader exposure to mobile (5G/AI PCs), automotive, and IoT. Growth drivers contrast—AMKR rides AI packaging ramp-up (e.g., Nvidia ties), posting 27% revenue growth, versus QCOM's scale ($44B+ revenue) and diversification. Recent momentum favors AMKR (95% YTD vs. 10%), but QCOM offers lower P/E (20 vs. 44), higher margins (22%), and buyback firepower. Risks include AMKR's cyclicality (higher beta) and QCOM's client concentration (e.g., Apple modem risks). Market sentiment tilts toward AMKR for pure-play AI upside, while QCOM provides defensive positioning.
Tickeron AI Verdict
Tickeron’s AI currently favors Amkor Technology (AMKR) over Qualcomm (QCOM), based on superior trend consistency, explosive YTD momentum (95% vs. 10%), and advanced packaging catalysts aligned with AI infrastructure buildout. AMKR's record revenues and sector rotation appeal in semis boost its probabilistic edge for near-term traders, despite higher volatility. QCOM trails on relative performance but holds stability advantages.
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. Disclaimers and Limitations
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 Hold and QCOM is a Hold.
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 whileQCOM’s FA Score has 4 green FA rating(s).
- AMKR’s FA Score: 2 green, 3 red.
- QCOM’s FA Score: 4 green, 1 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 3 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s).
- AMKR’s TA Score: 3 bullish, 5 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
AMKR (@Electronic Production Equipment) experienced а -8.17% price change this week, while QCOM (@Semiconductors) price change was -8.03% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.97%. For the same industry, the average monthly price growth was +20.42%, and the average quarterly price growth was +140.48%.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
Reported Earning Dates
AMKR is expected to report earnings on Aug 03, 2026.
QCOM is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.97% 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.
@Semiconductors (+4.47% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| AMKR | QCOM | AMKR / QCOM | |
| Capitalization | 17.4B | 212B | 8% |
| EBITDA | 1.25B | 14B | 9% |
| Gain YTD | 78.531 | 18.552 | 423% |
| P/E Ratio | 40.43 | 21.67 | 187% |
| Revenue | 7.07B | 44.5B | 16% |
| Total Cash | 1.85B | 9.8B | 19% |
| Total Debt | 1.52B | 15.3B | 10% |
AMKR | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 90 | 43 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 47 Fair valued | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 29 | 53 | |
SMR RATING 1..100 | 70 | 26 | |
PRICE GROWTH RATING 1..100 | 35 | 8 | |
P/E GROWTH RATING 1..100 | 6 | 19 | |
SEASONALITY SCORE 1..100 | 90 | 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.
QCOM's Valuation (27) in the Telecommunications Equipment industry is in the same range as AMKR (47) in the Semiconductors industry. This means that QCOM’s stock grew similarly to AMKR’s over the last 12 months.
AMKR's Profit vs Risk Rating (29) in the Semiconductors industry is in the same range as QCOM (53) in the Telecommunications Equipment industry. This means that AMKR’s stock grew similarly to QCOM’s over the last 12 months.
QCOM's SMR Rating (26) in the Telecommunications Equipment industry is somewhat better than the same rating for AMKR (70) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than AMKR’s over the last 12 months.
QCOM's Price Growth Rating (8) in the Telecommunications Equipment industry is in the same range as AMKR (35) in the Semiconductors industry. This means that QCOM’s stock grew similarly to AMKR’s over the last 12 months.
AMKR's P/E Growth Rating (6) in the Semiconductors industry is in the same range as QCOM (19) in the Telecommunications Equipment industry. This means that AMKR’s stock grew similarly to QCOM’s over the last 12 months.
| AMKR | QCOM | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 74% | 3 days ago 63% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 67% |
| Momentum ODDS (%) | 3 days ago 77% | 5 days ago 70% |
| MACD ODDS (%) | 3 days ago 79% | N/A |
| TrendWeek ODDS (%) | 3 days ago 74% | 3 days ago 68% |
| TrendMonth ODDS (%) | 3 days ago 78% | 3 days ago 67% |
| Advances ODDS (%) | 7 days ago 75% | 7 days ago 64% |
| Declines ODDS (%) | 3 days ago 71% | 14 days ago 72% |
| BollingerBands ODDS (%) | N/A | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 74% | 3 days ago 67% |
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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% | -2.41% | ||
| RMBS - AMKR | 79% Closely correlated | -2.61% | ||
| AMAT - AMKR | 74% Closely correlated | -0.89% | ||
| MPWR - AMKR | 74% Closely correlated | -3.96% | ||
| LSCC - AMKR | 73% Closely correlated | -3.80% | ||
| ADI - AMKR | 73% Closely correlated | -2.18% | ||
More | ||||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.70% | ||
| LRCX - QCOM | 80% Closely correlated | -4.82% | ||
| KLAC - QCOM | 78% Closely correlated | -4.68% | ||
| AMKR - QCOM | 76% Closely correlated | -2.41% | ||
| AMAT - QCOM | 74% Closely correlated | -0.89% | ||
| KLIC - QCOM | 74% Closely correlated | -1.97% | ||
More | ||||