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Thomas Robert Diffely

Research Analyst at D.a. Davidson & Co.

Portland, OR, US

Thomas Robert Diffely is Managing Director and Director of Research - Equity at D.A. Davidson & Co., specializing in technology sector equity analysis with primary coverage of companies such as FormFactor and Photronics as well as other semiconductor firms. Diffely has been recognized for his research contributions and active participation in earnings calls, engaging directly with executive teams of covered companies and contributing to performance tracking in sectors with complex supply chains and advanced manufacturing. With over 25 years of industry experience, he previously held analyst roles at Applied Materials and Merrill Lynch before joining D.A. Davidson over a decade ago, ascending to director in 2024. His professional credentials include registration as a broker with FINRA, holding multiple state securities licenses and an MBA from UC Berkeley along with a Harvey Mudd undergraduate degree.

Thomas Robert Diffely's questions to AMKOR TECHNOLOGY (AMKR) leadership

Question · Q3 2025

Thomas Robert Diffely asked how much of the increased $7 billion investment for the Arizona facility is due to extra capacity versus rising construction costs. He then followed up by asking how much of the $950 million CapEx forecast for 2025 is specifically allocated to Arizona.

Answer

President and CEO Giel Rutten clarified that the increased investment is exclusively related to planned capacity expansion, including a larger land area and a second facility, not higher construction costs. CFO Megan Faust confirmed that the increase in the 2025 CapEx guide to $950 million was driven by increased visibility for Arizona spending, and the *increase* itself was entirely for Arizona.

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