• [Hard] — Q1 2026 earnings Monday Apr 27 after close — 2 trading days. Flag will be elevated that morning.
• [Macro] — TXN Q1: analog +22% YoY, data center +90%. TXN's strong beat across both legacy semis and AI segments is a positive read-through for AMKR packaging volumes.
• [Soft positive] — Melius Buy at $60, Needham Buy at $65 — analyst setup constructive going into the print.
• [Soft] — Intel Q1 earnings tonight; any packaging demand signal matters for AMKR's foundry customer mix.

No new adverse news. Countdown to Monday earnings continues. TXN's strong analog recovery is a meaningful positive signal for AMKR's packaging business. The Intel print tonight will add color. Severity stays Low today; expect Medium Monday morning.

Hold. Revisit Monday pre-open.

• Texas Instruments Q1 2026 analog revenue +22% — StockTitan
• AMKR Q1 earnings April 27 — BusinessWire

• [Hard positive] — Q1 2026 earnings scheduled after close Monday, April 27 (3 trading days).
• [Soft positive] — Melius upgraded Hold → Buy with $60 PT; Needham raised PT to $65 from $50 (Buy).
• [Soft] — EVP Mark Rogers sold 5,000 shares (~$297K) on April 16 — small relative to position.
• [Macro] — Run ~50% in recent weeks on AI packaging momentum.

Strong setup into earnings, modest insider selling not concerning at this size. No risk signals to flag today, but note earnings on April 27 — will revisit severity that morning.

Hold. Decide ahead of Monday's close whether to hold through the print.

• AMKR Stock Extends Run As Upgrade Targets $60 — StocksToTrade
• Amkor Technology to Announce First Quarter 2026 Financial Results on April 27 — BusinessWire