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An Introduction

There are 6 segments in the semiconductor value chain whose pure-play constituent stock performances are tracked and commented on by munKNEE in its latest hyperlinked articles below. The Outsourced Semiconductor Assembly and Test (OSAT) segment is one of the 6 and the other 5 are fabless semiconductor companies; semiconductor foundries; equipment and materials suppliers;  integrated device manufacturers; and electronic design automation software designers which is analyzed in this article.
 

What Is A Pure-Play Outsourced Semiconductor Assembly and Test Company? 

A pure-play company is one that concentrate its efforts on one single line of business and the OSAT segment of the semiconductor value chain, aka assembly, test and packaging, is where chips are assembled into finished semiconductor components and tested for defects. This stage of the manufacturing process is the most labor-intensive and is usually performed in countries in Asia where labor costs are lower than elsewhere.
 

The munKNEE Pure-Play Assembly, Test, and Packaging Companies Portfolio

Of the 10 companies in this segment only 2 trade on American stock exchanges and they are highlighted below as to their stock returns in June and YTD along with their market capitalizations and news, analyses, and commentary on them:

1. Amkor Technology Inc. (AMKR): UP 22.8% in June; UP 20.3% YTD
   • About: specialize in providing packaging and testing of integrated circuits (ICs) before they are shipped to the market
   • Market Capitalization" $10B
   • Latest News, Analyses and Commentary:
     • Facts to Know Before Betting On Amkor Technology
     • Calculating The Fair Value Of Amkor Technology
2. ASE Technology Holding Co. (ASX): UP 5.9% in June; UP 21.4% YTD
   • About: like AMKR  offer outsourced semiconductor assembly and testing services as well
   • Market Capitalization" $21B
   • Latest News, Analyses and Commentary:
     • ASE Technology Net Revenues Up In May By 2.6%
        

Summary

On average the Portfolio was UP 16.6% in June and is now UP 20.5% YTD

More By This Author:

Pure-Play Fabless Semiconductor Stocks Up 14%, On Average, In June; Now Up 39% YTD
Pure-Play Semiconductor Supplier Stocks Up 10% In June; Now Up 36% YTD
Pure-Play Semiconductor Foundries Portfolio Went Up 14% In June; Now Up 34% YTD