Amkor Technology has scheduled its 2026 Investor Day for Thursday, May 21 in New York City. The full-day event will feature presentations by President and CEO Kevin Engel and CFO Megan Faust, along with other senior leaders, who will deliver an in-depth review of Amkor’s strategic roadmap, key operational initiatives and financial outlook for fiscal years 2026–2028. Topics will include capacity expansion plans, margin enhancement strategies and segment profitability targets. A live video webcast and subsequent replay will be accessible via the Amkor Investor Relations website, and institutional investors and analysts may request in-person attendance details by emailing ir@amkor.com. Formal registration instructions will be provided in the coming weeks.

Amkor’s Buy rating is underpinned by its strategic alliance with Nvidia and its robust advanced packaging pipeline. The company’s new $7 billion Arizona facility, backed by funding from the U.S. Chips Act, is slated to begin high-volume packaging for Nvidia’s next-generation GPU products in 2027–2028. In the near term, surging demand for Nvidia’s H200 AI accelerators—projected at a China order of 2 million units in 2026—could boost packaging volumes by as much as 15% year-over-year. With 34.57% of its revenue tied to semiconductor customers, Amkor expects its system-in-package and wafer-level processing segments to drive a mid-teens percentage increase in consolidated revenue by 2027.