Amkor Surges on Strong Q3 2025 Earnings and U.S. Manufacturing Momentum

Amkor Technology, Inc. (NASDAQ: AMKR) is a leading U.S. semiconductor packaging and test company headquartered in Arizona. The firm is expanding its advanced packaging capacity on American soil, positioning itself at the center of the nation’s semiconductor reshoring push.

In April 2025, NVIDIA announced it would begin manufacturing AI chips in the U.S., partnering with Amkor for packaging and testing in Arizona. NVIDIA’s new “Blackwell” AI chips mark a key milestone in bringing high-performance chip production back to the U.S.

Amkor’s Q3 2025 earnings beat expectations, with revenue of $1.99 billion and EPS of $0.51, reflecting strong demand from AI and high-performance computing markets. Gross margin rose to 14.3 percent, and cash holdings increased to $2.1 billion after reducing debt by $400 million.

CEO Giel Rutten will retire at the end of 2025 as Amkor boosts capital spending to about $950 million, including construction of its $7 billion advanced packaging campus in Arizona. Guidance for Q4 2025 forecasts revenue between $1.67 and $1.77 billion and EPS of $0.20 to $0.30. Shares rose roughly 3 percent in after-hours trading to around $33.73.

Source – https://ir.amkor.com/financial-information/quarterly-results