Amkor 4Q25
- Revenue down -5% and up 16% y/y to $1.89B at 16.7% GM; QMar to decline -13% (better than seasonal decline)- 200% higher capex for ’26; CapEx guidance for $2.5-3B for 2026 (65-70% for facilities, 30-35% for equipment)- high 2026 CapEx reflects front-loaded construction costs for Arizona and a 40% increase in equipment spend for advanced packaging in Korea/Taiwan- Arizona campus construction underway (Phase 1 of $7B total investment)- Korea capacity expanding 20% by end of 2026Source: Sravan Kundojjala
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