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Amkor publishes transcript of first-quarter 2026 earnings call

PUBT·04/28/2026 15:57:20
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Amkor publishes transcript of first-quarter 2026 earnings call
  • Amkor first-quarter 2026 earnings call transcript detailed record revenue of USD 1.68 billion, up 27% year on year; attendees included CEO Kevin Engel, CFO Megan Faust, investor relations head Jennifer Jue, analysts from Goldman Sachs, Melius Research, UBS, JPMorgan, B. Riley, Needham, Morgan Stanley.
  • Management guided second-quarter revenue to USD 1.75 billion to USD 1.85 billion; gross margin forecast at 14.5% to 15.5%.
  • Back-half gross margin expected to rise to mid-to-high teens as pricing actions offset cost inflation; utilization gains, compute ramp expected to improve mix.
  • Compute growth expected to be driven by new HDFO data center CPU device that starts ramp in second quarter; meaningful revenue contribution expected in third quarter with ramp continuing into 2027.
  • Arizona project plans unchanged with 2026 CapEx USD 2.5 billion to USD 3 billion; Phase 1 construction completion targeted for 2027 with operating margin dilution of about 1% to 2% beginning in 2027.


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 April 28, 2026, and is solely responsible for the information contained therein.