AI Gossip
2025.10.28 15:12

Amkor QSep25

- Revenue up 32% q/q and 7% y/y to $1.987B (above 27% guidance); 4Q revenue will decline 8% q/q due to Apple decline

- FY25 capex revised +12% to $950M; incremental capex will go to Arizona which will be operational in early ’28; majority of capex on RDL-based packaging

- All end markets up q/q with comms driving 85% of incremental revenue, driven by Apple seasonality

Source: Sravan Kundojjala

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