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High materiality8/10

Amkor beats on EPS and revenue; AI demand fuels margins amid capex plan

Jul 28, 2026, 9:47 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong beat but mixed guidance and AI-SiP shift risk triggered selling pressure; near-term price action largely negative despite positive fundamentals.

AI summary

What happened, with direct paths to the underlying reporting

Amkor beat on EPS and revenue, with margins expanding as utilization rose into the high-70s and computing revenue hit a quarterly record. AI data-center demand and stronger automotive/industrial demand boosted profits, but Q3 guidance shows revenue coming in at the low end and SiP production shifting to Vietnam. The company maintains a sizable 2026 capex plan to fund capacity expansion and advanced packaging initiatives.

EPS 0.70 vs 0.45 est; revenue 1.90B vs 1.81B.
GM 16.8%, +250 bps; gross profit $319M, +33% QoQ.
Compute revenue record, +20% QoQ; auto/industrial +17% QoQ.
Q3 guidance: 72-82c EPS; revenue 1.95-2.05B; vs est 64c, 2.09B.
2026 capex $2.5-3.0B; Arizona campus Phase 1; 65-70% facilities.

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