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Amkor Technology, Inc.

Q2 FY26Semiconductors and Semiconductor Equipment

Amkor Technology, Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹71

Market cap₹17.5K Cr

P/E42.2

Updated29 May 2026

Read4 min read

What the Q2 FY26 call signalled

3 of 4 strong

RevenueGood growth

MarginMargins slightly down

CapexCapex planned

Order bookOrder book rising

The short version

- Strong growth across all markets with record Q1 revenue of $1.68 billion, up 27% year-on-year. - Amkor expects strong growth with record Q1 revenue up 27% YoY ($1.68B) and continued momentum into 2026.

From Amkor Technology, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

Good growth

Strong growth across all markets with record Q1 revenue of $1.68 billion, up 27% year-on-year.
Q2 revenue expected between $1.75 billion and $1.85 billion, a 7% sequential increase at midpoint.
Compute segment forecasted to grow 20%+ for the full year, driven by AI data center applications.
Advanced packaging portfolio preparing for strong growth; key product ramps anticipated in H2 2026.
Communications market improving, now expected to grow into low double digits for the full year.
Automotive and industrial revenue up 28% YoY, with continued mid-single-digit sequential growth expected.
Consumer segment growing low teens sequentially, driven by wearables.
Arizona facility start will add ~$1 billion revenue run rate (~10% of 2025 revenue); ramping begins 2027-2029.

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Profitability & Margins

Amkor expects strong growth with record Q1 revenue up 27% YoY ($1.68B) and continued momentum into 2026.
Q2 revenue guidance anticipates 7% sequential increase ($1.75B to $1.85B).
Operating income margin expected to face 1%-2% dilution starting 2027 due to ramp-up costs of Arizona facility, improving in 2028.
Arizona facility projected to be a major margin driver post full scale by 2030 with high-value advanced packaging.
Gross margins expected to rise mid-to-high teens in H2 2026, supported by increased utilization, favorable pricing, and mix shift to advanced packaging.
Net income estimated between $105M-$130M for Q2; EPS guidance between $0.42 and $0.52.

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Capital Expenditure Plans

Capex planned

2026 CapEx estimate is $2.5 billion to $3 billion.
65% to 70% allocated for facilities expansion, including Phase 1 of the Arizona campus.
30% to 35% allocated for HDFO, test, and other advanced packaging capacity.
Remaining spend for R&D and quality programs.
Elevated CapEx spending on facilities expansion continues through 2027 to complete Arizona Phase 1.
Arizona Phase 1 construction completion planned for 2027; production and revenue scale expected from 2028 onward.
New facility being built in Korea, completing end of 2026, adding manufacturing and test space.
Migration of SiP products from Korea to Vietnam to optimize capacity.

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Fundraising & Capital Structure

Amkor has a strong balance sheet with $1.8 billion in cash and short-term investments and total liquidity of $2.9 billion, and total debt of $1.4 billion.
The company has ample debt capacity and liquidity to support upcoming investments, including the $7 billion investment for their Arizona facility.
Funding for the $7 billion Arizona investment includes $400 million in government chips grant funding and a 35% investment tax credit, providing approximately $2.8 billion in support.

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Order Book & Pipeline

Order book rising

The document does not provide specific details on the current or expected orderbook or pending orders in numerical terms. However, relevant insights include: - Strong demand across all markets with record Q1 revenue of $1.68 billion, up 27% YoY. - Advanced packaging portfolio is ramping up with key product ramps expected in the second half of the year. - Computing segment, including a new HDFO data center CPU device, is ramping starting Q2. - Engagement with multiple customers on advanced package platforms, including CoWoS and S-Connect. - Arizona facility investment ($7 billion) to support future growth, expected to be a meaningful portion (~10%) of 2025 revenue.

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Others in Semiconductors and Semiconductor Equipment this season

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FormFactor, Inc. Q2 FY26 quarterly results analysis. FormFactor expects continued strong revenue growth, with Q2 2026 guidance at $240 million ± $5 million, up
Skyworks Solutions, Inc. (Q2 FY26)
Skyworks Solutions, Inc. Q2 FY26 quarterly results analysis. Revenue opportunity expected to rise year-over-year, acting as a growth tailwind through 2030 (Page
Onto Innovation Inc. (Q2 FY26)
Onto Innovation Inc. Q2 FY26 quarterly results analysis. Advanced packaging revenue expected to grow more than 50% in 2026, driven by Dragonfly G5 and panel-lev
Nova Ltd. (Q2 FY26)
Nova Ltd. Q2 FY26 quarterly results analysis. Nova expects robust growth driven by advanced DRAM, Logic (including gate-all-around), and advanced packaging mark

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Frequently Asked Questions

What were Amkor Technology, Inc. Q2 FY26 results?

- Strong growth across all markets with record Q1 revenue of $1.68 billion, up 27% year-on-year. - Amkor expects strong growth with record Q1 revenue up 27% YoY ($1.68B) and continued momentum into 2026.

What is Amkor Technology, Inc. share price analysis?

Amkor Technology, Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 42.2 with a market cap of $17,495. Investors should review the full earnings analysis for detailed insights.

Is Amkor Technology, Inc. planning capital expenditure?

- 2026 CapEx estimate is $2.5 billion to $3 billion.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.