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Amkor Technology (AMKR) investor relations material
Amkor Technology 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Strategic investments and reshoring
Broke ground on a $7 billion Arizona facility in two phases to support semiconductor supply chain reshoring to the U.S., driven by government and customer demand for local manufacturing and technology control.
Investment increased from $2 billion to $7 billion due to rising demand for U.S.-based manufacturing, with significant support from government incentives and customer co-investment models.
Facility will focus on advanced packaging for AI proliferation in data centers and edge devices, with high automation to offset labor costs and ensure profitability.
Ongoing detailed collaboration with key customers and TSMC to align technology and capacity, ensuring seamless transition from Asia to the U.S.
Public support includes $400 million in CHIPS funding and a 35% investment tax credit, totaling close to $3 billion in U.S. support.
Market trends and technology innovation
AI proliferation is accelerating growth and innovation in compute markets, expanding customer base and product portfolio, including high-density fan-out and advanced packaging.
Strong engagement with both GPU and ASIC companies, as well as hyperscalers like Microsoft, Google, and AWS, reflecting a shift to outsourced manufacturing for cloud AI and edge devices.
Smartphone market recovering, with regained share in iOS and strong position in high-end Android; record quarters and positive outlook for 2026.
Memory price increases expected to impact low- and mid-range smartphones, while high-end devices are less affected due to long-term contracts and greater buying power.
Vietnam factory ramping up, expected to be break-even by early 2026, providing a second source for customers and supporting margin improvement.
Financial performance and outlook
Manufacturing in Arizona expected to be accretive to gross margins due to automation, government support, and premium technology.
Capital intensity rising slightly due to U.S. investments, but strong balance sheet with over $2 billion in cash supports ongoing expansion.
Gross margins have declined from 20% to 15% due to underutilization in mainstream lines, but improvement is expected as utilization recovers and new facilities ramp.
Organizational adjustments in Japan and advanced packaging scale-up are expected to further support margin recovery.
Guidance remains conservative, but positive trends in utilization could drive upside in gross margins as factories fill.
Arizona facility's long-term margin impact
Hyperscaler engagement in AI packaging
Path to 20% gross margins
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Next Amkor Technology earnings date
Q4 202510 Feb, 2026
Next Amkor Technology earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, the Middle East, Africa, and the rest of the Asia Pacific. It offers turnkey packaging and test services; various forms of final test services; wafer processing services comprising wafer probing under thermal and humidity controlled environment; wafer bumping services in various technologies, such as copper pillar and wafer level fan-out; and other assembly services that include IC package design and development, packaging, and drop shipment services.
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