Navigating the Semiconductor Cycle: Key Insights for Amkor Technology Investors

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On October 30, 2025, UG Investment Advisers Ltd. disclosed a sale of 932,216 shares of Amkor Technology (NASDAQ: AMKR), amounting to an estimated $22.44 million based on average pricing for the third quarter. This transaction represents a 3.5% reduction in the firm’s reportable assets under management (AUM).

Post-trade, the fund holds 177,265 shares valued at $5.03 million, accounting for 0.79% of AUM and placing it outside the fund’s top five holdings. As of the same date, Amkor Technology shares were priced at $31.92, marking a 19.4% increase over the year, outperforming the S&P 500 by 0.65 percentage points.

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