AMKR · Amkor Technology, Inc.

Amkor Technology hosted its 2026 Investor Day on May 21, 2026, presenting a multi-year strategy centered on advanced packaging. The company is investing in its Arizona facility, which is expected to ramp from 2027 and contribute significantly to revenue growth in 2029–2030. Management highlighted that deeper customer engagement and co-development are improving visibility and reducing cyclicality. The long-term financial targets include revenue of ~$11B+, gross margin of ~22%+, and EPS of ~$5.00+ by 2030, driven by mix shift toward higher-value advanced packaging, operating leverage, and scale benefits. The presentation also emphasized strategic partnerships with key customers like Apple and NVIDIA, and a global footprint spanning 9 countries. The financial framework anticipates initial ramp-up costs in 2027–2028, with earnings power more than tripling by 2030.