Amkor posts transcript of Q2 2026 earnings call
AMKR•Q2 results and Q3 outlook
- Amkor’s Q2 2026 earnings call drew CEO Kevin Engel, CFO Megan Faust, IR head Jennifer Jue, analysts from UBS, B. Riley, Melius, Needham, KeyBanc.
- Q2 revenue was $1.9 billion, up 26% year on year; gross margin was 16.8%; EPS was $0.70; utilization moved into the high-70% range.
- Q3 outlook: revenue of $1.95 billion to $2.05 billion; gross margin of 18.5% to 19.5%; EPS of $0.72 to $0.82, led by computing strength.
Business updates and strategic items
- Management flagged an atypical Q3 communications decline in the high single digits, tied to SiP transfers to Vietnam, memory constraints, and build shifts.
- Computing revenue rose 20% sequentially in Q2; it is projected to grow nearly 30% sequentially in Q3 on AI demand and the HDFO data-center CPU ramp.
- Engel said SiP migration headwinds extend beyond one quarter, likely into Q4 and the first half of next year for one application area.
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