AMKR AMKOR TECHNOLOGY, INC.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed May 5, 2026 Processed 1mo ago SEC 0001047127-26-000029
Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)
Latest settled — T+20d ⚠ clustered
AMKR ▼ -2.62% at T+20d
NEUTRAL call ✗ call lost -2.62% · α vs SPY -5.40% · entry $77.22 → $75.20
Next anchor: T+60d in 7w
Last close $68.29 (close Jun 8) · -11.56% from $77.22 entry
Entry anchored
May 5, 04:18 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α +0.33%
$77.22
settled 5w ago
T+5d
-4.88%
call -4.88% · α -6.01%
$73.45
settled 29d ago
T+20d
-2.62%
call -2.62% · α -5.40%
$75.20
settled 7d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Amkor Technology issued $1.15 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including $150 million from the full exercise of the initial purchasers' option. The notes are guaranteed by subsidiaries that also guarantee the company's 5.875% senior notes due 2033. Concurrently, Amkor entered into capped call transactions costing approximately $56.4 million to reduce potential dilution or offset cash payments upon conversion, with an initial cap price of $139.50 per share. The conversion price is initially $106.37 per share, representing a premium over the stock price at pricing.

Key Financial Metrics

Offering Size
$1.1B

Actionable Insight

Monitor the company's use of proceeds and any subsequent announcements regarding capital allocation. The convertible structure introduces potential dilution if shares trade above $106.37, though capped calls limit the effective dilution up to $139.50. The zero-coupon nature reduces immediate cash interest burden.

Key Facts

  • Issued $1.15 billion of 0.00% Convertible Senior Notes due 2031
  • Initial conversion rate of 9.4013 shares per $1,000 principal, conversion price ~$106.37
  • Maximum potential dilution of 16,487,435 shares at adjusted conversion rate of 14.3369
  • Capped call transactions cost ~$56.4 million, cap price initially $139.50
  • Notes are senior unsecured obligations, guaranteed by certain subsidiaries
  • No regular interest; special/additional interest may accrue up to 0.50% under certain conditions
  • Notes redeemable by company on or after May 15, 2029, subject to stock price conditions
  • Noteholders can require repurchase upon a Fundamental Change at 100% principal plus accrued interest

Financial Impact

$1.15 billion convertible note issuance with zero coupon, plus $56.4 million cost for capped call hedges

debtdilutioninterest_expense

Risk Factors

  • Potential dilution from conversion of notes if stock price appreciates above conversion price
  • Increased leverage with $1.15B in new debt
  • Capped call transactions may not fully offset dilution if stock price exceeds cap price

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
50% bullish (18 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001047127-26-000029
Document: amkrmay2026ex101convertibl.htm0001047127-26-000029
Document: amkr-20260430.htm0001047127-26-000029
Document: 0001047127-26-000029-index-headers.html0001047127-26-000029
Document: 0001047127-26-000029-index.html0001047127-26-000029
Document: 0001047127-26-000029.txt0001047127-26-000029
11 reports for AMKR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AMKR — sortable, filterable
Type Now
May 21, 2026
19d ago
8-K
BULLISH ★ 7/10
$65.90 $70.58▲ +7.10%▲ +5.50%$68.29 (+3.63%)
May 13, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$72.09 $65.90▼ −8.59%▼ −7.87%$68.29 (−5.27%)
May 13, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$72.09 $65.90▼ −8.59%▼ −7.87%$68.29 (−5.27%)
May 5, 2026
5w ago
144
NEUTRAL ★ 2/10
$77.22 $73.45▼ −4.88%▼ −6.01%$68.29 (−11.56%)
May 5, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$77.22 $73.45▼ −4.88%▼ −6.01%$68.29 (−11.56%)
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$76.71 $73.45▼ −4.25%▼ −6.23%$68.29 (−10.98%)
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$76.71 $73.45▼ −4.25%▼ −6.23%$68.29 (−10.98%)
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$76.71 $76.69▼ −0.03%▼ −2.01%$68.29 (−10.98%)
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$76.61 $72.09▼ −5.90%▼ −7.36%$68.29 (−10.86%)
May 1, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$71.09 $72.27▲ +1.66%▼ −0.69%$68.29 (−3.94%)
Showing 10 of 11

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