Amkor 3Q26- Rev +4.9% q/q and +0.2% y/y to $1.991B, slightly under the $2.0B guide midpoint- 4Q26 guided $1.9-2.0B (-2% …
Amkor 3Q26
- Rev +4.9% q/q and +0.2% y/y to $1.991B, slightly under the $2.0B guide midpoint- 4Q26 guided $1.9-2.0B (-2% q/q)- FY26 capex narrowed to $2.5B, the low end of $2.5-3.0B as Arizona construction payments shifted- 2027 capex steps up, with facilities alone above $2B (Arizona up to 15% of $12B, Korea $400-450M, Vietnam ~$50M) before any equipment- AZ Phase 2 construction starts in late '27 and capex peaks 2028-29 while Phase 2 construction overlaps Phase 1 tool-inSource: Sravan Kundojjala
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