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    Peter Pang • JPMorgan Chase & Co.

    Peter Pang's questions to MKS Instruments Inc (MKSI) leadership

    Peter Pang's questions to MKS Instruments Inc (MKSI) leadership • Q4 2024

    Question

    Peter Pang of JPMorgan asked how MKS Instruments views its potential performance relative to the mid-single-digit WFE growth forecast for the year and when the Specialty Industrial business might bottom out.

    Answer

    CEO John Lee stated that MKS has historically outperformed WFE by 200 basis points through cycles and is well-positioned to continue this trend due to key design wins and its strength in world-class optics. Regarding the Specialty Industrial segment, Lee described it as 'bouncing along the bottom,' with noted weakness in the broader industrial market. He indicated the current guidance reflects their best visibility for this lumpy segment.

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    Peter Pang's questions to Amkor Technology Inc (AMKR) leadership

    Peter Pang's questions to Amkor Technology Inc (AMKR) leadership • Q3 2024

    Question

    Peter Pang inquired about how Amkor's business might perform against seasonal trends in the first half of 2025 and asked for details on the company's engagement with hyperscalers and customer diversification efforts in the AI market.

    Answer

    CEO Giel Rutten outlined a promising outlook for the first half of 2025, expecting gradual recovery in Auto & Industrial, continued growth in Computing (2.5D AI, ARM-based PCs), and a progressing build in Consumer. He acknowledged potential headwinds in the iOS ecosystem but expects the Android market to continue its recovery. Regarding AI, Rutten confirmed Amkor is onboarding a new 2.5D customer and qualifying several others on next-generation technologies, diversifying both its customer base and technology portfolio for the growing market.

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