---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000615023.md"
description: "Amkor 1Q26- Rev down -10.8% q/q and up +27% y/y to $1.685B at 14.2% GM (above high-end of guidance); 2Q26 guided $1.75-1.85B (+7% seq at midpoint at 15% GM)- AI/DC advanced packaging still tracking to triple y/y in 2026 (subjected to silicon/memory supply plus ramp pace); record AI DC revenue Q1- All end markets to be q/q in 2Q; FY26 capex unchanged at $2.5-3.0B (3.7x at mid pt vs FY25)- HDFO platform customer count >5 across SWIFT (CoWoS-R equiv) and S-Connect (CoWoS-L equiv); 2.5D Si-interposer customer base >half-dozen as legacy lead customer ramps down- Utilization low-70s in 1Q vs 50s in 1Q25; 2Q ticks higher; Mainstream lines still weakSource: Sravan Kundojjala"
datetime: "2026-04-28T13:07:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000615023.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000615023.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000615023.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Amkor 1Q26- Rev down -10.8% q/q and up +27% y/y to…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**