AMKR · Amkor Technology Q2 FY2026 earnings call record财报电话会记录

“Revenue increased 26% year-on-year, with growth across every end market.”

“It's about providing customers with geographic flexibility, supply chain resiliency, and regional execution where they need it most.”

“The facility is designed to provide high-volume, advanced packaging and test capabilities in the United States and support growing customer demand for regional semiconductor manufacturing.”

“Planned expansion is also underway on our Gwangju campus, where we expect incremental manufacturing space will provide clean room capacity to support data center and advanced packaging growth opportunities in 2028 and beyond.”

“Amkor delivered record second quarter revenue of $1.9 billion, a sequential increase of 13%, outperforming the high end of our guidance.”

“Revenue in the communications end market increased 6% sequentially, driven by double-digit growth in the iOS ecosystem.”

“Gross margin is projected to be between 18.5%-19.5%, driven by a richer mix of advanced technologies and continued operating leverage across the business.”

“Our estimated 2026 CapEx spend remains between $2.5 billion-$3 billion.”

“When you look at that over 250 basis point expansion, I would characterize 2/3 of that expansion was volume or utilization related, and 1/3 was favorable product mix.”

“Operating income is also increasing 100%, and EPS increased 100% as well with the fall through.”

“Third quarter, predominantly the impact on that gross margin expansion is related to product mix.”

“The reason I ask is, if you do get that same gross margin or a little bit better, if my math's right, you're going to end up this year around 17.5% gross margin, EPS would be ±$250, which is where the 2028 targets were from the Analyst Day.”