Amkor Technology Inc (AMKR) Message Board

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Technology Stocks : Amkor Technology Inc (AMKR)

AMKR 52.30

+2.5%

Jan 9 9:30 AM EST

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To: E. Graphs who wrote (257)	6/30/1999 1:52:00 PM
From: tech101	Read Replies (1) of 1056

Differentiaing itself from the low-margin commodity packaging and testing vendors, Amkor is focusing on advanced high-margin products that demand high-capital investment and highly trained personnel. Amkor received 52% (or higher) of their revenue from advanced high-margin packaging and testing products last year. They have established research and development centers for FC (Flip-Chip), SOC (System-On-a-Chip), and other cutting-edge products for packaging/testing and have doubled their MicroBGA capacity. They own more than 30 packaging and testing patents. RAMBUS uses a lot of MicroBGA packaging (Terresa owns MicroBGA, I think). There are a few vendors possibly make the testing equipment for RAMBUS chips: HP, Teradyne, … As far as whom Amkor bought the equipment from, that could be a well-kept secret at this time, but it doesn't hurt to ask Luth.

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