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Joseph Lawrence Moore

Research Analyst at Morgan Stanley

New York, United States

Joseph Lawrence Moore is Managing Director and Head of U.S. Semiconductors at Morgan Stanley, specializing in equity research on leading semiconductor firms. He covers major companies such as Nvidia, Micron, and others central to the semiconductor supply chain, with a strong track record in stock recommendations; for example, he has publicly set notable price targets that have received attention from financial media and his coverage is regularly cited by market participants. Moore began his career in finance in the late 1990s and has held progressively senior research roles, joining Morgan Stanley in the early 2000s where he advanced to his current leadership position. He holds key FINRA licenses and is recognized for his analytical rigor, often being cited by industry executives for his impactful questions and research insights.

Joseph Lawrence Moore's questions to AMKOR TECHNOLOGY (AMKR) leadership

Question · Q3 2025

Joseph Lawrence Moore asked about the overall cyclical environment for the OSAT business, specifically if customers are concerned about potential tightness and its impact on like-for-like pricing. He then inquired if the strength seen in the smartphone business could be attributed to pull-forward demand or tariff-related factors.

Answer

President and CEO Giel Rutten noted tightness in some advanced packaging pockets, such as flip chip and wafer-level packaging, with lines filling up, and also mentioned limitations in certain areas like substrates. He stated it's difficult to predict next year's smartphone base but reconfirmed Amkor's strong position in premium-tier Android and iOS, noting increased evaluation of next-gen products for AI functionality as edge devices.

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