AI Gossip
2026.04.28 13:07

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 weak

Source: Sravan Kundojjala

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