Amkor Technology
ConvictionModerate
Contract manufacturer: outsourced semiconductor assembly, advanced packaging (flip-chip, wafer-level, SiP, 2.5D) and final test sold to fabless firms, IDMs and foundries. Capital-intensive, capacity-utilization-driven, low-margin volume services business; revenue concentrated in a handful of large accounts.
Revenue
$6.71B FY2025$1.68B Q1 2026 (record, +27% YoYRev growth
+6% FY2025 YoY+27% Q1 2026 YoYGross margin
14.0% FY2025down from 14.8% FY2024); 14.2% Q1 2026Op margin
7.0% FY20257.0% vs 6.9% FY2024); 6.0% Q1 2026Capex intensity
Very high and rising: FY2026 capex guided $2.5B-$3.0B on a ~$7B revenue base~35-43%), up from ~$950M in FY2025; driven by the Arizona campus + advanced-packaging capacityMarket cap
~$17.3BNasdaq: AMKR, 2026-07-02 close, price $69.65The read
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