$AMKR · 海外大V持仓追踪

$AMKR 现在是什么情况？

最近有人说了 $AMKR 什么？

下面是最近 8 条提及 $AMKR 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-08-29中性原文
  Missed this mention earlier but IC design insiders reveal that OSAT providers have already warned clients: "traditional packaging capacity could face a deficit exceeding 20% by 2027" (eg. $AMKR, ethereum:0x041ff0e49f6f774e7dc7bd10ee4a14c00b1d80b2, Powertech as potential beneficaries) With: "wire bonding equipment" emerging as the primary bottleneck (ASMPT, $KLIC) -> influx of AI server shipments has triggered a spike in demand for mature chips -> existing mature packaging capacity at OSATs is being rapidly absorbed -> securing early access to traditional packaging capacity is now becoming a challenge Cascading bottleneck patterns are occurring across memory (eg. DDR2, DDR3) and now packaging capacity I guess.
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• 2026-08-29中性原文
  @piyush1337 $AMKR has existing traditional packaging capacity underutilized (like in Philippines), so if that 20%+ deficit is true Probably fills that up at higher prices so that's brrr to nearer term revenue. I still think the main ramp is early 2028 with Arizona once their $TSM + $NVDA stuff takes off.
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• 2026-07-31看多原文
  @RockyKh49376975 Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER, even after $NVDA $1.5B deal + $TSM 10Y agreement. It's more of a 2028 name though, though they have separate ramps in 2027. - Did some cost averaging on names like Foci on drop to 400 (leading FAU supplier to $TSM COUPE + $NVDA, COUPE shows signs of ramp now from other ERs like $FORM). Added some $XFAB too after earnings since they verified CPO + 800V exposure, might be a bit of waiting though. Added $LPK on the 13 EU doomdrop, GCS isn't going anywhere, think volume ramp just got delayed a quarter because of Absolics delay and I'm fine waiting 3 months. CoPoS, Samsung, and others should drive demand more in 2027. And added OE Solutions on drop to ~14,000 KRW, thought it was strange Korea's leading EML company with independent InP fabs was only worth ~$110M MC. - Names like Win Semi + others are really really compelling to me but just dont have enough capital to add sadly without going on heavy margin. Probably want to scale into $SIVE and $AAOI more since those are my two favorites. And looking at $CCXI opportunities given Unitree IPO is around 3 weeks, that listing should boost humanoid/robotics sector a bit similar to the $SPCX halo effect. TLDR: Just moving capital around, my own personal risk management. Same names as before.
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• 2026-07-28中性原文
  I personally see it as extreme short term deleveraging that overshot many individual names. - $BE to $TER reported blowout results, with Bloom reporting 166% Y/Y rev growth + expanding margins + raised 2026 guidance... Teradyne reported 104% Y/Y revenue growth with 300%+ EPS growth. Your leading optical players over in China reported amazing preliminary earnings + extremely strong read through for the Western photonics sector. Think earnings season tend to remind markets about continued AI acceleration. I'm expecting $LITE, $SNDK / SK Hynix, and sector leader ERs to continue that trend. But it does feel like markets are rewarding existing acceleration more rather than future growth a year out over near-term revisions as seen with $AMKR. But as a TLDR, looks very positive for the themes I'm tracking. - Then you have $GOOGL capex raised to $195-$205B, which is typically the biggest AI demand signal from hyperscalers. - 77% 0bps change est. next FOMC decision from prediction markets. Trump administration on Monday called for the Fed to lower interest rates. So your 3x rate hikes fears this year seem kinda overblown. - Chinese fears from DUV to $CXMT overflooding are extremely overblown as well. We see this with every sector from time to time until people remember that lasers or HBM bottlenecks for a reason. As for personal thoughts, it was unhealthy seeing everything rise up or down together, especially with these themes. But I'm personally not worried since I have full conviction in my names, especially optical interconnects like $SIVE or $AAOI. $META compute and $GOOGL GCP margins/growth shows increasing demand for $NBIS and similar neocloud business models. $META + other hyperscaler notes around LTAs with $SNDK and Samsung/SK Hynix, $MU point to structural memory demand. Can go on and on... But when you have Jim Cramer telling every margined DC trader to "sell everything" at market open and news saying there's an AI bubble. I do hate it when others say "it's dropping so sell". My belief is that the important thing to look is accelerating revenue/EPS growth. And if that thesis stays in-tact with revenue acceleration in line with hyperscaler capex. TLDR: I see signs of AI demand / revenue acceleration, hyperscaler capex is one of the most important things to track. And my guess is that we'll see the theme recover broadly. But I can't predict what hour, day, or week that happens.
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• 2026-04-30中性原文
  From the reference... it does look like Lightmatter uses $SIVE lasers? Which is brand new information discovery and extremely positive for Sivers. Lightmatter is a massive private leader (~$4.4B valuation back in 2024), with $TSM, $GFS, $TSEM, $AMKR, and $ASX scaling their optical program. And Lightmatter does require a light source... $SIVE also happens to be on the $GFS laser source suppliers alongside $LITE, so starting to put the dots together? End users are likely your hyperscalers like $MSFT, $GOOGL (they invested), $META, etc through Lightmatter-GUC and others. I don't think markets have priced all of this in, since all the supply chain BOM is very confidential + speculative. But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.
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• 2026-04-09中性
  随手列30只我今天喜欢的美股和理由： 1. $INTC - 美国代工的希望，国家安全 2. $MRVL - 未来maia ASIC和CPO等业务撑收入，业务多到数不清 3. $TSM - 半导体/AI的脊梁 4. $COHR - 垂直整合什么都做+吃光学周期 5. $RKLB - 太空是5年后和20年后的终极前沿 6. $DRAM - 三星/SK海力士的内存敞口 7. $AVGO - 巨头们不想交英伟达GPU税 8. $AMZN - 没人卷得过卫生纸次日达，机器人会持续降低运营成本 9. $ARM - AGI CPU未来十年持续放大收入 10. $TSEM - 光子相关的东西总得有代工厂 11. $IBIT - 比特币，都懂 12. $NBIS - 我认为是下一个AWS。还跟Uber做自动驾驶、有数据库公司、数据标注，像个迷你谷歌 13. $GOOGL - YouTube不会消失，Gemini很强，TPU垂直整合，用经营利润出资建设 14. $AMKR - 超级工厂2027-2028投产，受益美国制造 15. $HOOD - 短期不喜欢，长期看好：抓住了散户+银行等新产品线，产品创新很猛 16. $CRCL - 我真心看好稳定币是支付/储值的未来（取决于监管法案） 17. $META - 大家短期内不会停用Instagram和WhatsApp 18. $LITE - $GOOGL TPU的BOM占比不低。只要谷歌AI计划在跑，$LITE 就好 19. $LPTH - 锗和中国出口管制永远是问题，美国造的工程替代品永远重要 20. $FN - 总得有人组装光学器件 21. $JBL - 同上，还继承了英特尔硅光收购的IP，可能成为下一个旭创？ 22. $MP - 美国稀土项目极其重要，类似 $INTC 的国家安全逻辑 23. $HIMS - 听我说完：他们刚收购了一堆公司，19美元有全球DTC渠道。空头恨死这公司了，但我觉得是有前景的逆向做多 24. $SMTC - LRO/LPO转型 25. $POWL - 开关柜的美国替代，DC类瓶颈 26. $VPG - 人形机器人2027-2028会起来，这家做传感器 27. $MOG.A - 从机器人到SpaceX供应链到处都有它 28. $MSFT - 375美元，有一天回头看会发现是买点 29. $CVX - 战后油价可能崩，但石油公司会极其重要，尤其委内瑞拉是金矿 30. $XLU - 降息可能重启，AI需要电力/电网，从 $CEG 到 $NEE 永远重要 $AAOI 和 $AEHR 之外的一些随想。
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• 2026-03-28看多
  更快的复合增长标的： $AAOI - 到 2027 年下半年，光收发器收入将增长 10 倍 $NBIS - 到 2026 年 Q4，收入将增长 10 倍 $ARM - 来自其新 AI CPU 的收入增长 5 倍 $MRVL - 来自 $MSFT Maia 放量的收入增长 2-3 倍。 $AVGO - 长期看好超大规模云厂商 ASIC $LITE - 长期看好 OCS / Google TPU Win Semi - 对前沿行业的代工敞口 $TSEM - 长期看好光子学，订单积压充足 SK Hynix - 存储敞口，营业收入极端增长 同时配置一些杠铃式敞口，避开除 Amazon 之外的超大规模云厂商资本开支： $VNP - 面向西方供应链的长期稀土标的 $NEO (TCX) - 机器人供应链 $AMZN - 机器人/AI 削减运营支出 $CRCL - 长期看好稳定币 $RDDT - 利润高得离谱 $GLD - 安全对冲 $IBIT - 2028 年减半 $CVX Calls - 石油对冲 也许还有长期标的（你懂的，它会来的）： $INTC / $AMKR- 美国制造供应链 $SOI - 硅光子 / CPO 基板。 $RKLB - 对太空产业的长期看涨期权 然后挑一两个小盘 moonshot： $SIVE - CW 激光器瓶颈，或者 $IQE，押注重组带来的里程碑式重估，这是我最喜欢的两个。 还有我提过的其他标的，比如用于测试的 $AEHR，或用于 Optimus 的 $VPG。 我如何主动管理自己在 $AXTI 等标的上的仓位，风险画像与其他人应该采取的做法有很大不同。 在这种宏观环境下全仓冲进高 beta，并不是最好的主意。
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• 2026-02-24中性
  年内至今：412.72% 很大一部分就是选对板块、每周从简街的算法身上薅羊毛，再加一点运气。 瓶颈多头方面，这些是我目前的最爱： 1. 内存——三星、SK海力士、$SNDK、$MU、$SIMO 2. 光子——$LITE、$COHR、$AAOI、$AXTI（可能还有Yamamura，但程度不同） 3. 电力/电网——$XLU 4. 先进封装资本开支——$AMKR、$ONTO、$CAMT、$KLIC、$FORM 除了 $KLIC 以外这些我基本都聊过？ 多数都在短期内涨了50-100%+，这又反过来放大了交易的整体收益。 今年学到的最好一课：钱流去哪、瓶颈在哪，就转到哪。而不是在网络安全这种板块里做逆向翻盘。 我的想法全部免费发布，希望大家都能学到点东西！
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常见问题

同板块还有哪些个股在被讨论？

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