Amkor Technology, Inc. (AMKR) Earnings Call Transcripts

Amkor Technology, Inc.'s Latest Earnings Call - May 21, 2026

Amkor Technology, Inc. reported strong momentum in its advanced packaging business during its Investor Day on May 21, 2026. The company expects to achieve over $11 billion in revenue by 2030, with gross margins exceeding 22% and EPS projected to exceed $5, representing more than a 3x increase from 2025 levels. Management emphasized the structural shift in the semiconductor industry towards advanced packaging, driven by AI and high-performance computing, and outlined a disciplined investment strategy to capitalize on this trend.

Reported metrics

Guidance from management

Amkor maintained its guidance for 2028, expecting revenue of $9 billion and gross margins of 17.5%. Management indicated that these targets are achievable based on current customer engagements and market dynamics.

What management said

Thank you, Megan. We'll now move into the Q&A portion of the program. This is an opportunity to go deeper into any of the topics that you've heard today, partnerships, technology, footprint or the financial framework. I'll moderate today's discussion, and we have 2 mic runners circulating the room. Please state your name and your firm before asking your question. Executives, please join me back up on stage, and we'll...

Sure. Good question. So our view on these models is this represents the visibility of what we have in our portfolio and as well as our confidence in the growth. So trying to put a factor on that. We see these as models that we expect to execute against, and we would plan to beat those. So in your context, the -- at least, I think is how you framed it.

What analysts pressed on

Analysts expressed concerns about the potential impact of cyclical downturns on revenue and margins, particularly given the high capital intensity of the new Arizona facility. There were also questions regarding the timing and scale of Phase 2 expansion plans.

Main topics on the call

• Advanced Packaging Demand Surge — Management highlighted that the semiconductor market is shifting towards advanced packaging, which is now 'on the critical path of system performance and delivery.' They expect the total addressable market for advanced p...
• Revenue and Earnings Guidance — Amkor anticipates revenue growth to exceed $11 billion by 2030, with gross margins over 22% and EPS projected to exceed $5. This is a significant increase from 2025's revenue of $6.7 billion and EPS of $1.50.
• Geographic Expansion Strategy — The company is expanding its footprint with a new facility in Arizona, which is expected to contribute $1 billion in revenue at full scale. This expansion is part of a broader strategy to enhance regional supply chain re...
• Investment in Technology and Capacity — Amkor is investing $2.5 billion to $3 billion in capital expenditures for 2026, focusing on scaling advanced packaging capabilities. Management emphasized that these investments are aligned with customer demand and are d...

Read the full Amkor Technology, Inc. transcript (May 21, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 49 Amkor Technology, Inc. earnings call transcripts on record, spanning February 10, 2020 to July 27, 2026. Based on this history, Amkor Technology, Inc. reports quarterly. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AMKR

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

49

First call

February 10, 2020

Most recent

July 27, 2026

Reporting cadence

quarterly