Geographical PositioningAmkor's broad manufacturing footprint/geographical positioning and strong leadership profile in advanced packaging solutions are seen as advantages, supporting a premium multiple compared to its peer group.
Market PositionAmkor's strong market position in the outsourced assembly and test manufacturing market and its differentiated portfolio of advanced packaging solutions are key factors in its positive outlook.
Revenue GrowthAmkor's revenue growth is expected to outpace industry growth due to its strong technology/product differentiation in advanced packaging solutions and increased emphasis by customers to diversify manufacturing away from Taiwan/China.