Amkor Technology, Inc. Q2 2025 Earnings Recap

Amkor Technology reported a strong Q2 2025, achieving $1.51 billion in revenue—up 14% sequentially—driven by robust performance across all end markets and strategic advancements in AI and advanced packaging technologies.

Key Takeaways

• Communications and computing segments showed strong growth, with revenues increasing 15% and 16% sequentially, respectively.
• Automotive and industrial markets recorded a quarterly inflection point, returning to year-on-year growth for the first time in two years.
• The launch of the first High-Density Fan-Out product in high-volume production marks a significant milestone, expanding Amkor's offerings in advanced packaging for computing.
• Test revenue in the computing market surged approximately 50% year-over-year, reflecting strong demand for Turnkey solutions.
• Amkor is enhancing its manufacturing capabilities, with significant investments in advanced packaging and test operations slated for completion in the coming years.