Amkor Technology Inc
NASDAQ:AMKR

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Amkor Technology Inc
NASDAQ:AMKR
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Price: 43.18 USD Market Closed
Market Cap: 10.7B USD

Amkor Technology Inc
Investor Relations

Amkor Technology Inc. stands as a titan in the semiconductor packaging and test services industry, a crucial yet often overlooked segment of the technology supply chain. Founded in 1968, Amkor has grown from its origins in South Korea to a global powerhouse with a wide array of offerings. The company specializes in packaging solutions that encapsulate semiconductor devices, ensuring they can be integrated into a variety of electronic products ranging from consumer gadgets to advanced automotive systems. Amkor's innovative packaging techniques add value by enhancing device performance, reliability, and miniaturization. In doing so, it plays an essential role in the seamless operation of integrated circuits that power the digital age.

Revenue generation for Amkor is firmly anchored in its service-based model. The company derives its income by providing advanced testing and packaging services to semiconductor manufacturers, capitalizing on long-term partnerships with industry giants like Qualcomm, Intel, and Samsung. These partnerships allow Amkor to leverage its expansive global footprint, which includes manufacturing facilities strategically spread across Asia, Europe, and the Americas. With a focus on high-quality, cost-effective solutions, Amkor continuously invests in technology innovations and infrastructure to meet the evolving demands of the semiconductor industry. In essence, the company benefits from the accelerating pace of technological advancement, ensuring its place as an indispensable player in the supply chains that sustain the electronics world.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 27, 2025
AI Summary
Q3 2025

Strong Q3 Results: Amkor reported Q3 revenue of $1.99 billion and EPS of $0.51, both above the high end of guidance.

Growth Drivers: Revenue grew 31% sequentially and 7% year-on-year, with record contributions from communications (up 67% QoQ) and computing (up 12% QoQ) segments.

Margin Expansion: Gross margin improved to 14.3%, up 230 basis points sequentially, though higher material content and manufacturing costs are expected to constrain margins in Q4.

Q4 Outlook: Revenue is guided to $1.775–$1.875 billion (down 8% QoQ, up 12% YoY), with gross margin expected between 14% and 15% including asset sale benefits.

Arizona Investment: Total projected investment for the new Arizona campus has increased to $7 billion, focused purely on capacity expansion.

CapEx Raised: 2025 CapEx guidance increased to $950 million, driven by expanded Arizona investment.

CEO Transition: CEO Giel Rutten will retire at the end of 2025, with Kevin Engel named as successor.

Key Financials
Revenue
$1.99 billion
EPS
$0.51
Gross Margin
14.3%
Gross Profit
$284 million
Operating Income
$159 million
Operating Income Margin
8%
Net Income
$127 million
EBITDA
$340 million
EBITDA Margin
17.1%
CapEx
$950 million (2025 forecast)
Cash and Short-term Investments
$2.1 billion
Total Liquidity
$3.2 billion
Total Debt
$1.8 billion
Debt-to-EBITDA Ratio
1.7x
Effective Tax Rate
20% (full year forecast, excluding discrete items)
Earnings Call Recording
Other Earnings Calls

Management

Ms. Susan Y. Kim
Executive Chairman
No Bio Available
Mr. Giel Rutten
President, CEO & Director
No Bio Available
Ms. Megan Faust CPA
Executive VP, CFO & Treasurer
No Bio Available
Mr. Mark N. Rogers J.D.
Executive VP, General Counsel & Corporate Secretary
No Bio Available
Mr. Farshad Haghighi
Executive VP & Chief Sales Officer
No Bio Available
Mr. Kevin Engel
Executive Vice President of Business Units
No Bio Available
Ms. Jennifer Jue
Vice President of Investor Relations & Finance
No Bio Available
JinAn Lee
Executive Vice President of Worldwide Manufacturing
No Bio Available

Contacts

Address
ARIZONA
Tempe
2045 East Innovation Circle
Contacts
+14808215000.0
www.amkor.com