Advertisement
AMKR vs QCOM
Which Stock Would AI Choose? Amkor Technology (AMKR) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- AMKR has delivered substantial outperformance, with approximately 65% year-to-date gains and over 210% over the past year, fueled by AI-related packaging demand.
- QCOM has shown more modest returns, up about 1.4% year-to-date and 7.3% over the past year, amid broader semiconductor sector pressures.
- AMKR's recent $1.5 billion partnership with NVIDIA highlights its positioning in advanced semiconductor packaging for AI infrastructure.
- QCOM continues to focus on wireless technologies and plans product price adjustments to address rising supply costs and margin dynamics.
- Both companies operate in the semiconductor space but differ in business models: AMKR specializes in packaging and test services, while QCOM emphasizes chip design, licensing, and system-level solutions.
- Upcoming earnings releases—AMKR on July 27 and QCOM on July 29—may provide further clarity on recent trends.
Introduction
This comparison examines AMKR and QCOM to help investors and traders assess relative positioning within the semiconductor sector. Amkor Technology provides outsourced packaging and test services, while Qualcomm develops foundational wireless technologies and integrated circuits. The analysis focuses on recent market activity, business drivers, and performance contrasts. Traders monitoring AI supply chain developments and wireless technology adoption may find this comparison relevant for evaluating sector exposure and momentum differences.
AMKR Overview and Recent Performance
Amkor Technology, Inc. specializes in semiconductor packaging and test services, serving integrated device manufacturers and fabless companies across consumer, computing, and automotive applications. In recent weeks, the stock has benefited from heightened interest in advanced packaging solutions tied to artificial intelligence infrastructure. A notable $1.5 billion partnership with NVIDIA to expand packaging capacity contributed to positive sentiment, though the share price experienced volatility following the announcement. Year-to-date returns stand at approximately 65%, with one-year gains exceeding 210%, outpacing broader market benchmarks. Upcoming second-quarter 2026 earnings, scheduled for release after market close on July 27, represent a key near-term catalyst for assessing demand trends in advanced packaging.
QCOM Overview and Recent Performance
QUALCOMM Incorporated develops and commercializes technologies for the wireless industry, operating through segments focused on chipsets (QCT), licensing (QTL), and strategic initiatives (QSI). The company supplies integrated circuits for mobile devices, automotive systems, and IoT applications while generating revenue from intellectual property licensing. In recent market activity, shares have faced pressure from concerns over supply costs and margins, with the company reportedly planning price adjustments for certain components. Year-to-date performance shows gains of about 1.4%, with one-year returns near 7.3%. Third-quarter 2026 earnings are set for release on July 29, providing an opportunity to evaluate ongoing demand in wireless and computing markets.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of high-performing AI trading bots from hundreds available on the platform. These bots trade thousands of different tickers using varied strategies, timeframes, and performance metrics tailored to current market conditions. Only the most suitable and effective bots earn placement in this trending section, which highlights options with strong statistics such as win rates, profit factors, and drawdown profiles across diverse trading styles. The platform offers bots with different risk levels and ticker sets to match various investor preferences. For more details on these AI-driven tools, visit the Trending AI Robots page.
Head-to-Head Comparison
AMKR and QCOM both participate in the semiconductor ecosystem yet pursue distinct models. Amkor focuses on backend packaging and testing services, benefiting directly from AI hardware demand through partnerships like the recent NVIDIA agreement. Qualcomm emphasizes front-end chip design and licensing, with exposure to mobile, automotive, and IoT markets that face different cyclical pressures. Recent momentum favors AMKR due to AI packaging tailwinds, while QCOM contends with margin and cost challenges that have tempered performance. Risk factors include AMKR’s higher valuation multiples post-run-up and QCOM’s sensitivity to smartphone cycles and supply dynamics. Sector sentiment currently supports advanced packaging themes more strongly than broader wireless components.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI-related demand, relative stability in recent performance, and positioning around upcoming catalysts, Tickeron’s AI would currently assign a higher probabilistic preference to AMKR. Its stronger recent momentum and direct tie to expanding AI infrastructure provide clearer near-term tailwinds compared to QCOM’s more mixed sentiment environment. This assessment reflects data-driven pattern recognition rather than definitive forecasts.
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 QCOM is a StrongBuy.
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 1 FA rating(s) are green whileQCOM’s FA Score has 2 green FA rating(s).
- AMKR’s FA Score: 1 green, 4 red.
- QCOM’s FA Score: 2 green, 3 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 QCOM’s TA Score has 5 bullish TA indicator(s).
- AMKR’s TA Score: 5 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 3 bearish.
Price Growth
AMKR (@Electronic Production Equipment) experienced а +6.63% price change this week, while QCOM (@Semiconductors) price change was -1.23% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +2.20%. For the same industry, the average monthly price growth was +0.92%, and the average quarterly price growth was +46.47%.
The average weekly price growth across all stocks in the @Semiconductors industry was +0.15%. For the same industry, the average monthly price growth was -1.01%, and the average quarterly price growth was +48.79%.
Reported Earning Dates
AMKR is expected to report earnings on Nov 02, 2026.
QCOM is expected to report earnings on Nov 11, 2026.
Industries' Descriptions
@Electronic Production Equipment (+2.20% 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 (+0.15% 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 | 14.7B | 174B | 8% |
| EBITDA | 1.39B | 13.5B | 10% |
| Gain YTD | 46.719 | -2.093 | -2,233% |
| P/E Ratio | 26.45 | 18.95 | 140% |
| Revenue | 7.46B | 44.1B | 17% |
| Total Cash | 2.51B | 8.3B | 30% |
| Total Debt | 2.59B | 15.3B | 17% |
AMKR | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 34 Fair valued | 36 Fair valued | |
PROFIT vs RISK RATING 1..100 | 60 | 77 | |
SMR RATING 1..100 | 64 | 30 | |
PRICE GROWTH RATING 1..100 | 49 | 61 | |
P/E GROWTH RATING 1..100 | 25 | 25 | |
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 (34) in the Semiconductors industry is in the same range as QCOM (36) in the Telecommunications Equipment industry. This means that AMKR’s stock grew similarly to QCOM’s over the last 12 months.
AMKR's Profit vs Risk Rating (60) in the Semiconductors industry is in the same range as QCOM (77) 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 (30) in the Telecommunications Equipment industry is somewhat better than the same rating for AMKR (64) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than AMKR’s over the last 12 months.
AMKR's Price Growth Rating (49) in the Semiconductors industry is in the same range as QCOM (61) in the Telecommunications Equipment industry. This means that AMKR’s stock grew similarly to QCOM’s over the last 12 months.
AMKR's P/E Growth Rating (25) in the Semiconductors industry is in the same range as QCOM (25) 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 (%) | 2 days ago 68% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 76% | 2 days ago 70% |
| Advances ODDS (%) | 2 days ago 73% | 2 days ago 65% |
| Declines ODDS (%) | 17 days ago 71% | 15 days ago 74% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 65% |
Advertisement
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% | +3.89% | ||
| RMBS - AMKR | 79% Closely correlated | -1.66% | ||
| COHU - AMKR | 77% Closely correlated | +3.92% | ||
| AMAT - AMKR | 74% Closely correlated | -2.48% | ||
| MPWR - AMKR | 74% Closely correlated | -4.38% | ||
| LSCC - AMKR | 73% Closely correlated | -0.65% | ||
More | ||||