Amkor posts transcript of Q2 2026 earnings call

• Amkor’s Q2 2026 earnings call drew CEO Kevin Engel, CFO Megan Faust, IR head Jennifer Jue, analysts from UBS, B. Riley, Melius, Needham, KeyBanc.
• Q2 revenue USD 1.9 billion, up 26% year on year; gross margin 16.8%; EPS USD 0.70; utilization moved into high-70% range.
• Q3 outlook: revenue USD 1.95-2.05 billion; gross margin 18.5%-19.5%; EPS USD 0.72-0.82, led by computing strength.
• Management flagged an atypical Q3 communications decline in the high single digits, tied to SiP transfers to Vietnam, memory constraints, build shifts.
• Computing revenue rose 20% sequentially in Q2; projected nearly 30% sequential growth in Q3 on AI demand, HDFO data-center CPU ramp.
• Engel said SiP migration headwinds extend beyond one quarter, likely into Q4 and the first half of next year for one application area.
• Engel highlighted a 10-year advanced packaging agreement with TSMC; Arizona Phase 1 now shown as fully committed.
• Engel detailed a multi-year NVIDIA partnership; prepayment expected in 2027, recognized back as US services are delivered over 5-10 years.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Amkor Technology Inc. published the original content used to generate this news brief on July 28, 2026, and is solely responsible for the information contained therein.