According to @stocktalkweekly, the quickest way for TSM or Apple to align with the Administration’s near-term made-in-America goals without waiting years for new wafer fabs is to route advanced packaging to a U.S.-based OSAT such as Amkor (AMKR) (source: @stocktalkweekly). Amkor has announced a new advanced packaging and test facility in Peoria, Arizona targeting production in 2025 to serve high-performance computing and other leading-edge customers, creating an immediate domestic path for assembly and test (source: Amkor Technology press release, Oct 2023). The CHIPS for America program explicitly prioritizes building U.S. advanced packaging capacity and makes assembly, test, and packaging projects eligible for incentives, which can steer orders onshore to qualified providers like Amkor (source: U.S. Department of Commerce, CHIPS for America NAPMP Vision 2022; CHIPS Incentives Program NOFO 2023). TSMC’s Arizona wafer fab ramp remains on a multiyear schedule with initial production shifted to 2025 and later phases further out, making domestic OSAT packaging a practical bridge for U.S. content while wafer capacity ramps (source: Reuters coverage of TSMC Arizona timeline, July 2023 and Dec 2023). Apple’s latest A‑series silicon relies on TSMC’s leading-edge nodes, so any packaging localization aligned to U.S. policy would intersect large U.S. OEM demand (source: Reuters, Sep 2023, on Apple A17 Pro using TSMC 3nm). The White House also increased tariffs on Chinese semiconductors in 2024, reinforcing incentives to localize parts of the supply chain in the U.S., though tariff outcomes ultimately depend on rules of origin and specific sourcing paths (source: The White House Fact Sheet, May 2024). For traders, potential U.S. OSAT wins tied to policy and customer mix are direct catalysts for AMKR’s revenue visibility and margins, while added advanced packaging capacity can ease known AI chip bottlenecks that previously constrained shipments, a tech risk-on impulse that often correlates with crypto market risk appetite (source: Reuters on CoWoS bottlenecks, Aug 2023; IMF blog on crypto–equity correlation, Jan 2022).

According to @stocktalkweekly, TSMC’s Arizona operations may receive advanced CoWoS packaging earlier than expected as production equipment is being diverted from Taiwan to Arizona due to U.S. semiconductor tariffs (source: @stocktalkweekly). According to @stocktalkweekly, TSM Arizona fabs and proposed advanced packaging lines have been prioritized for new equipment, with tickers highlighted as $TSM and $AMKR (source: @stocktalkweekly). According to @stocktalkweekly, no direct cryptocurrency market impact is cited by the source (source: @stocktalkweekly).

According to @stocktalkweekly, Tim Cook stated that Amkor (AMKR) is part of Apple’s U.S. re-shoring plan, source: @stocktalkweekly. The post also claims AMKR trades around 1x sales, highlighting a valuation angle for traders to note, source: @stocktalkweekly. The post does not include links to an Apple or Amkor press release or transcript for verification, source: @stocktalkweekly. The post does not mention cryptocurrencies or digital assets, indicating no direct crypto-market impact is cited in the source content, source: @stocktalkweekly.

According to @stocktalkweekly, AMKR reversed from red to green intraday and completed a full week trading above its 200-week moving average on Sep 12, 2025. Source: @stocktalkweekly on X, Sep 12, 2025. This confirms the stock’s entire week of action remained above the long-term 200-week moving average as highlighted by the source. Source: @stocktalkweekly on X, Sep 12, 2025. The source did not provide price levels or reference any cryptocurrency market implications. Source: @stocktalkweekly on X, Sep 12, 2025.