Amkor Technology, Inc. has confirmed it will host its 2026 Investor Day on Thursday, May 21 in New York City. The event will feature presentations by Kevin Engel, President and CEO, Megan Faust, CFO, and other senior executives, who will provide a comprehensive review of the company’s strategic priorities, key operational initiatives and updated financial outlook. A live webcast and on-demand replay will be accessible via the Amkor Investor Relations website at ir.amkor.com. Institutional investors and sell-side analysts seeking in-person attendance must register through the formal invitation to be issued in the coming weeks.

Amkor’s long-term growth strategy is supported by strategic alliances with leading fabless and foundry customers, most notably Nvidia. The company’s new $7 billion advanced packaging facility in Arizona, backed by US Chips Act incentives, is slated to commence high-density packaging services for Nvidia products in 2027 and 2028. This partnership positions Amkor to capture a significant share of the growing market for heterogeneous integration and multi-die packaging solutions, underpinning target revenue growth in the mid- to high-single digits over the next five years.

In the near term, Amkor is set to benefit from a surge in demand for Nvidia’s H200 AI training chips. Industry forecasts project an initial order of approximately 2 million H200 units for deployment in China during 2026, which could translate into a double-digit percentage increase in Amkor’s packaging volumes for that year. Management has indicated that existing capacity and ongoing expansion projects should absorb incremental demand without material capital expenditure beyond the Arizona facility commitment.

Amkor’s 2025 financial results will serve as the baseline for Investor Day projections, with analysts expecting revenue growth of roughly 12 percent year-over-year driven by advanced packaging and legacy test service margins stabilizing in the mid-teens. The company’s balance sheet remains robust, with net leverage below 1.5x EBITDA as of the latest quarter and cash flow generation sufficient to fund capacity expansion and shareholder returns. Investors will be watching for updated guidance on capital allocation priorities, particularly any shifts in dividend policy or share repurchase authorization.