PLAB
Photronics Inc
stock NASDAQ

i agree that PLAB is definitely value territory, i might just stick to AMKR and not bother with the latter until it gets more traction

I own PLAB shares. I think it's a value stock. AMKR is more of a growth stock. If it get back to the $35-$40 level I will buy some. That can happen tomorrow.

i agree that PLAB is definitely value territory, i might just stick to AMKR and not bother with the latter until it gets more traction

I own PLAB shares. I think it's a value stock. AMKR is more of a growth stock. If it get back to the $35-$40 level I will buy some. That can happen tomorrow.

PLAB is essentially the printing press of chips, they make the photomasks that are essential for a lot of major chip makers in the world; it’s kinda like a stencil if you think about it in that way. i’ve thought about buying it but i haven’t fully decided yet. they have had a little bit of inside selling recently but no huge red flags besides seemingly normal share sells by the company for profits. i’d look into this one if you want a more stable company that provides framework needed for chips.
AMKR is in the advanced packaging business. once the chips are printed, AMKR takes the raw chips and puts them in a ceramic/plastic case and wires them to be able to plug into a device. when compared to PLAB though, they raise a huge red flag with the inside sales. the family that created the company recently sold 10 million shares totaling around $480 million worth.
i indulged and bought a few shares of AMKR at like a ~$39 average, i may have pulled the trigger a bit early but i see potential in the business and it’ll be a long term hold so i’m not exactly concerned unless i see another 20% drop

i'm interested to hear about PLAB & AMKR. They're on my watchlist.

funnily enough i was just researching to find out which would be best to buy between AEHR AMKR and PLAB, it seems AMKR is at the top but the insider selling does raise a bit of concern for me

We’ve all seen the semiconductor and semi materials selloff happening recently to stocks like $TER $AMAT and $LRCX, if this amps up to sell down as much as software did, which names do you think would be the winners if they eventually rebounded in the same fashion software has begun to?
I’m looking at $PLAB $AMKR and $ALMU which are relatively smaller stocks than the giants and probably more risky to hold but I wanna know your thoughts, are these stocks also worth buying?