Amkor's Q1 2026: Record Revenue, AI Growth, and New Ramps

About this episode

Amkor reports record revenue and growth driven by communications and AI data centers in Q1 2026.

Amkors Q1 2026 results: Record revenue of $1.68 billion, up 27% YoY, with EPS of $0.33, beating expectations. Communications led growth, with premium smartphones and AI data centers driving performance. Q2 guidance: $1.75-1.85 billion revenue, $0.42-0.52 EPS, and 14.5-15.5% gross margins. New ramps include a key data center CPU in HDFO packaging, expanding in Korea, and pushing Arizona facility toward completion. CapEx at $2.5-3 billion fuels growth into 2027. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/7f8795f04c981ee2

Topics covered

• financial results
• AI growth
• revenue guidance
• data centers
• business expansion

Keywords

• Amkor
• Q1 2026
• record revenue
• AI growth
• data centers
• premium smartphones
• CapEx
• Arizona facility

Sponsors

solipillow

Mentioned in this episode

Organizations: Amkor, HDFO

Products: premium smartphones, AI data centers

Places: Korea, Arizona

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