中文翻译
@piyush1337 $AMKR 现有传统封装产能（如在菲律宾）利用率不足，如果那 20%+ 的缺口属实，可能会以更高价格填满，这对近期营收来说是“哗哗”进账。我仍认为主要扩产将在 2028 年初，一旦亚利桑那州的 $TSM + $NVDA 业务起飞。
· 个股论点
AMKR短期靠高价填补缺口增收，主要扩产预期在2028年。
英文原文
@piyush1337 $AMKR has existing traditional packaging capacity underutilized (like in Philippines), so if that 20%+ deficit is true Probably fills that up at higher prices so that's brrr to nearer term revenue. I still think the main ramp is early 2028 with Arizona once their $TSM + $NVDA stuff takes off.