Earnings summaries and quarterly performance for AMKOR TECHNOLOGY.
Executive leadership at AMKOR TECHNOLOGY.
Giel Rutten
Detailed
President and Chief Executive Officer
CEO
FH
Farshad Haghighi
Detailed
Executive Vice President, Chief Sales Officer
JD
John D. Liu
Detailed
Executive Vice President, Corporate Development and Strategy
KK
Kevin K. Engel
Detailed
Executive Vice President, Chief Operating Officer
MN
Mark N. Rogers
Detailed
Executive Vice President, General Counsel, and Corporate Secretary
MF
Megan Faust
Detailed
Executive Vice President, Chief Financial Officer, and Treasurer
Board of directors at AMKOR TECHNOLOGY.
DL
Daniel Liao
Detailed
Director
DN
David N. Watson
Detailed
Director
DA
Douglas A. Alexander
Detailed
Director
GC
Gil C. Tily
Detailed
Director
MM
MaryFrances McCourt
Detailed
Director
RR
Robert R. Morse
Detailed
Director
RA
Roger A. Carolin
Detailed
Director
SY
Susan Y. Kim
Detailed
Chairman of the Board
WJ
Winston J. Churchill
Detailed
Lead Independent Director
Research analysts who have asked questions during AMKOR TECHNOLOGY earnings calls.
RA
Randy Abrams
UBS Group AG
6 questions for AMKR
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SB
Steve Barger
KeyBanc Capital Markets Inc.
6 questions for AMKR
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Craig Ellis
B. Riley Securities
5 questions for AMKR
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PP
Peter Peng
Evercore ISI
5 questions for AMKR
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JM
Joseph Moore
Morgan Stanley
3 questions for AMKR
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SF
Steven Fox
Fox Research
3 questions for AMKR
Also covers: APH, BDC, BHE +23 more
TD
Thomas Diffely
D.A. Davidson & Co.
3 questions for AMKR
Also covers: ACLS, AEHR, FORM +3 more
BR
Benjamin Reitzes
Melius Research
2 questions for AMKR
Also covers: AAPL, AMD, ANET +7 more
BR
Ben Reitzes
Melius Research LLC
2 questions for AMKR
Also covers: AAPL, AMD, ANET +9 more
DP
Denis Pyatchanin
Stifel Financial Corp.
2 questions for AMKR
Also covers: CAMT, COHU, FORM +1 more
RC
Ross Cole
Needham & Company, LLC
2 questions for AMKR
Also covers: ACLS, AXTI, COHU +3 more
TD
Tom Diffely
D.A. Davidson Companies
2 questions for AMKR
Also covers: ACLS, FORM, ICHR +2 more
Charles Shi
Needham & Company
1 question for AMKR
Also covers: ACLS, ACMR, ALTR +18 more
JS
James Schneider
Goldman Sachs
1 question for AMKR
Also covers: ACN, AMAT, AMT +26 more
JM
Joe Moore
Morgan Stanley
1 question for AMKR
Also covers: ADI, AMBA, AMD +8 more
JL
Joseph Lawrence Moore
Morgan Stanley
1 question for AMKR
PP
Peter Pang
JPMorgan Chase & Co.
1 question for AMKR
Also covers: MKSI, SWKS
TR
Thomas Robert Diffely
D.A. Davidson
1 question for AMKR
TH
Toshiya Hari
Goldman Sachs Group, Inc.
1 question for AMKR
Also covers: AMAT, AMD, ARM +17 more
YS
Yu Shi
Susquehanna International Group, LLP
1 question for AMKR
Also covers: ACLS, ACMR, AMAT +11 more
Recent press releases and 8-K filings for AMKR.
Amkor Technology Discusses Arizona Investment, Growth Drivers, and Margin Outlook
AMKR
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Amkor is investing $7 billion in its Arizona facility over two phases, an increase from an initial $2 billion plan, to strategically reshore semiconductor manufacturing to the U.S. for AI proliferation and government control of core technology.
- The Arizona project is supported by $400 million from CHIPS funding and a 35% investment tax credit, totaling close to $3 billion in U.S. support, and is expected to be accretive to corporate gross margins.
- The company aims to return to 20% gross margins from the current 15%, driven by improved utilization of mainstream manufacturing lines (currently below 50%), the ramp-up of its Vietnam factory (expected to be break-even early 2026), and advanced packaging investments.
- Amkor sees strong growth opportunities in the AI-driven compute market, broadening its customer base to four key leaders, and expects recovery in the smartphone market, with its solution fully covering the iPhone 17 and a strong position in high-end Android.
Dec 9, 2025, 4:30 PM
Amkor Details Arizona Investment, AI Market Strategy, and Financial Outlook
AMKR
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Amkor is increasing its investment in the Arizona facility to $7 billion across two phases, supported by nearly $3 billion in government and tax incentives, with the goal of reshoring semiconductor manufacturing to the U.S. and enhancing corporate gross margins.
- The company is actively collaborating with key customers, including Apple, NVIDIA, and TSMC, to support the accelerating AI market by broadening its customer base and technology portfolio for data centers and edge devices.
- Amkor's smartphone business is recovering, with the iPhone 17 fully utilizing its solutions, contributing to an all-time record Q3 in the communication market and a guided 20% year-on-year increase for Q4.
- Amkor increased its 2025 CapEx to $950 million and aims to return to 20% gross margins by improving utilization of mainstream lines and leveraging contributions from its new Vietnam factory and advanced packaging ramps.
Dec 9, 2025, 4:30 PM
Amkor Details Strategic Arizona Investment, Gross Margin Outlook, and Market Performance
AMKR
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Amkor is making a $7 billion investment in its Arizona facility across two phases, with approximately $3 billion in financial support from government (including $400 million from CHIPS funding and a 35% investment tax credit) and customer co-investments. This strategic investment aims to reshore advanced packaging manufacturing in the U.S. for AI and is expected to be accretive to corporate gross margins.
- The company aims to restore gross margins to 20% from the current 15%, driven by anticipated improvements in mainstream manufacturing line utilization, the Vietnam factory reaching break-even in early 2026 and becoming accretive, and the scaling of advanced packaging.
- Amkor is experiencing strong growth in the compute market due to AI proliferation, expanding its customer base to four key leaders and broadening its technology portfolio. The smartphone market is recovering, with Q3 being an all-time record quarter for communication revenue and Q4 guided up 20% year-on-year.
Dec 9, 2025, 4:30 PM
Amkor Announces Incoming CEO and Strategic Growth Initiatives
AMKR
CEO Change
New Projects/Investments
Revenue Acceleration/Inflection
- Kevin Engel is set to become the incoming CEO, emphasizing strategic pillars including technology leadership in advanced packaging, geographical diversity, and focusing on megatrends like AI.
- Amkor is heavily investing in AI/High-Performance Computing (HPC), with the compute segment growing at a 12% CAGR over the past five years and expected to continue. This segment offers a higher margin profile and is anticipated to be accretive to overall gross margin.
- Significant geographical expansions are underway, including a new test building in Korea ready by 2027 and a multi-phased facility in Arizona with phase one production starting in 2028. The Arizona facility is expected to become accretive to margins after a two-year ramp-up.
- The company anticipates margin expansion due to increased scale and operational efficiency in Vietnam, the growth of advanced HPC, and the recovery of mainstream business. While 2026 CapEx is not yet guided, a temporary increase is expected for the strategic Arizona investment, with modest dividend growth continuing.
Dec 2, 2025, 4:35 PM
Amkor Appoints New COO and Outlines Growth Strategy at UBS Conference
AMKR
Management Change
New Projects/Investments
Revenue Acceleration/Inflection
- Kevin Engel has been appointed as the new Chief Operating Officer, and the company's strategy focuses on technology leadership, geographical footprint diversity, and megatrends like AI.
- The compute segment, primarily driven by AI data centers, has achieved a 12% CAGR over the past five years and is projected to maintain this growth.
- Amkor is undertaking significant new investments, including a $7 billion multi-phase facility in Arizona with production slated for 2028, and expansions in Korea and Vietnam.
- Despite short-term margin challenges from 2025 investments, profitability is expected to expand in 2026 and beyond, driven by higher margins from high-performance computing and operational efficiencies.
Dec 2, 2025, 4:35 PM
Amkor Appoints New CEO and Outlines Strategic Focus on AI, Advanced Packaging, and US Expansion
AMKR
CEO Change
New Projects/Investments
Revenue Acceleration/Inflection
- Kevin Engel has been appointed as the incoming CEO, and Amkor's strategy will continue to focus on technology leadership in advanced packaging, geographical footprint diversity (including expansion in Korea and a future US presence), and leveraging mega trends like AI.
- The compute segment, driven by advanced packaging solutions like 2.5D and HDFO, is Amkor's fastest-growing market, currently representing approximately 20% of total sales and growing at a 12% CAGR over the past five years.
- Amkor is undertaking a $7 billion multi-phase investment in Arizona, with the first phase expected to be completed by mid-2027 and production beginning in 2028, projected to contribute around 10% of the portfolio on a revenue basis.
- The company anticipates margin expansion, driven by the higher margin profile of high-performance computing, improved operational efficiency from scaling the Vietnam facility, and a gradual recovery in the mainstream business.
- While a temporary increase in CapEx is expected for the Arizona build, Amkor plans to maintain disciplined capital allocation and continue modest dividend growth.
Dec 2, 2025, 4:35 PM
Amkor Technology Announces Q3 2025 Results and Q4 2025 Guidance
AMKR
Earnings
Guidance Update
New Projects/Investments
- Amkor Technology reported Q3 2025 revenue of $1.99 billion and EPS of $0.51.
- The company achieved record Advanced packaging revenue and record Communications and Computing revenue in Q3 2025.
- For Q4 2025, Amkor Technology anticipates net sales between $1.775 billion and $1.875 billion and diluted EPS between $0.38 and $0.48.
- Amkor Technology is investing in a new Advanced packaging and test campus in Arizona, which will enable a full end-to-end U.S. semiconductor supply chain.
Oct 27, 2025, 9:00 PM
Amkor Technology Announces Q3 2025 Results, CEO Transition, and Increased Arizona Investment
AMKR
Earnings
CEO Change
New Projects/Investments
- Amkor Technology reported Q3 2025 revenue of $1.99 billion and EPS of $0.51, both exceeding guidance, and provided Q4 2025 revenue guidance between $1.775 billion and $1.875 billion and EPS between $0.38 and $0.48.
- Giel Rutten will retire as President and CEO at the end of 2025, with Kevin Engel appointed as his successor.
- The total projected investment for the Arizona advanced packaging and test campus has increased to $7 billion, reflecting additional clean room space and a second facility, with 2025 CapEx raised to $950 million to support this expansion.
- The company is optimizing its manufacturing footprint in Japan, expecting to improve corporate gross margins by around 100 basis points exiting 2027.
Oct 27, 2025, 9:00 PM
Amkor Technology Reports Strong Q3 2025 Results, Raises CapEx, and Announces CEO Retirement
AMKR
Earnings
CEO Change
New Projects/Investments
- Amkor Technology reported Q3 2025 revenue of $1.99 billion and EPS of $0.51, exceeding guidance and marking a 31% sequential and 7% year-on-year revenue increase.
- For Q4 2025, the company forecasts revenue between $1.775 billion and $1.875 billion (midpoint reflecting an 8% sequential decline but a 12% year-on-year increase), with EPS projected between $0.38 and $0.48.
- CEO Hildurthin announced his retirement at the end of 2025, with Kevin Engel appointed as his successor.
- The total projected investment for the Arizona campus has been increased to $7 billion for expanded capacity, leading to a revised 2025 CapEx forecast of $950 million.
- The company is optimizing its Japan manufacturing footprint, expecting to improve corporate gross margins by around 100 basis points exiting 2027.
Oct 27, 2025, 9:00 PM
Amkor Technology Reports Strong Q3 2025 Results, Announces CEO Retirement, and Increases Arizona Campus Investment
AMKR
Earnings
CEO Change
New Projects/Investments
- Amkor Technology reported strong Q3 2025 revenue of $1.99 billion and EPS of $0.51, both exceeding guidance, driven by record revenue in communications and computing end markets.
- The company provided Q4 2025 revenue guidance between $1.775 billion and $1.875 billion and EPS between $0.38 and $0.48.
- CEO Giel Rutten announced his retirement at the end of 2025, with Kevin Engel named as his successor.
- Amkor increased its total projected investment for the Arizona advanced packaging and test campus to $7 billion and raised its 2025 CapEx forecast to $950 million to support this expansion.
- The company is optimizing its manufacturing footprint in Japan, expecting to improve corporate gross margins by around 100 basis points exiting 2027.
Oct 27, 2025, 9:00 PM
Quarterly earnings call transcripts for AMKOR TECHNOLOGY.
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