Amkor Technology Investor Day Presentation

Amkor Technology hosted an Investor Day on May 21, 2026, presenting a strategy focused on advanced packaging as a key growth driver. The company highlighted structural shifts in the industry, including evolving supply chains and accelerated market growth due to AI proliferation. Amkor's strategy involves enhancing strategic partnerships through earlier engagement and co-development, elevating technology leadership with advanced packaging solutions, and expanding its geographic footprint, notably with a new facility in Arizona to support the US semiconductor supply chain. The company outlined long-term financial targets, projecting significant revenue growth and increased gross margins and EPS by 2030. Key financial projections include reaching over $11 billion in revenue, over 22% gross margin, and over $5.00 EPS by 2030. Amkor emphasized its multi-year value creation path, driven by strategic investments, technological advancements, and disciplined capital allocation, aiming for a more than threefold increase in earnings power.