Amkor Technology Inc
NASDAQ:AMKR
Amkor Technology Inc
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.
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.
Strong Q4 Beat: Amkor reported Q4 2025 revenue of $1.89 billion and EPS of $0.69, both exceeding the high end of guidance, driven by strength across all end markets, especially communications.
Full Year Growth: 2025 revenue grew 6% to $6.7 billion, with record results in computing and advanced packaging, and solid growth in automotive and consumer segments.
2026 Outlook: Q1 2026 revenue is guided to $1.6–1.7 billion, up 25% year-on-year at the midpoint, with broad-based strength expected in communications, computing, and automotive/industrial.
CapEx Surge: 2026 capital expenditures are forecast at $2.5–3 billion, a significant increase, primarily for Arizona facility construction and advanced packaging capacity, supported by customer commitments.
Margin Commentary: Gross margin for Q1 is projected at 12.5–13.5%, with some pressure from higher costs and product mix, but management expects efficiencies and mix improvement later in the year.
Strategic Progress: Amkor made key strides in technology leadership, global footprint expansion, and customer partnerships, including breaking ground in Arizona and driving a strong ramp in Vietnam.
