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.