艾马克技术公司(AMKR)今日盘中大涨6.29%，引起了市场的广泛关注。
消息面上，此次股价大幅上涨主要得益于公司与台积电达成了一项为期十年的战略合作协议。根据协议，双方将深化合作以提升位于亚利桑那州的先进半导体封装能力，台积电将向艾马克技术公司采购先进封装与测试服务，并协同扩充产能，以满足全球高性能计算及人工智能芯片日益增长的量产需求。
此外，公司正考虑投资约1万亿韩元用于扩建其韩国光州工厂，此举的核心驱动力正是来自台积电封装测试订单的大幅增长。公司计划在第一阶段于2030年前完成5000亿韩元的投资。这些多重利好因素共同推动了公司股价的显著上行。
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