But then there's Amkor Technology, a circuit board tester and packager in West Chester, Pa.

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Atmel and Amkor Technology first quarter earnings both beat Wall Street's expectations.

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Atmel (nasdaq: ATML - news - people ) and Amkor Technology (nasdaq: AMKR - news - people ) first quarter earnings both beat Wall Street's expectations.

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It's likely that SPIL and ASE are going to pick up market share from Amkor, as its troubles limit its ability to invest in new technology, says Don Floyd, the regional head of technology research at Lehman Brothers in Asia.

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