$AMKR vs $KLIC: Contrasting Semiconductor Value Chain Plays in Advanced Packaging Both AMKR and KLIC are leveraged to the same long-term theme — rising semiconductor complexity and AI-driven demand for advanced chip packaging — but they occupy different links in the value chain. Amkor is an OSAT (outsourced semiconductor assembly and test) provider delivering services, while Kulicke and Soffa sells the capital equipment used to assemble chips, giving each a distinct cyclical profile. Amkor recently posted record quarterly revenue and announced a multi-year partnership with Nvidia and a 10-year agreement with TSMC, yet its shares faced selling pressure on near-term Communications weakness.