종목/AMKR
Amkor Technology, Inc.
Q2 2026: Net sales of $1.75 billion to $1.85 billion
Gross margin of 14.5% to 15.5%
Net income of $105 million to $130 million, or $0.42 to $0.52 per diluted share
Full year 2026 capital expenditures of approximately $2.5 billion to $3.0 billion
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Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific. It offers turnkey packaging and test services, including semiconductor wafer bump, wafer probe, wafer back-grind, package design, packaging, burn-in, system-level and final test, and drop shipment services; flip chip scale package products for smartphones, tablets, and other mobile consumer electronic devices; flip chip stacked chip scale packages that are used to stack memory digital baseband, and as applications processors in mobile devices; flip-chip ball grid array packages for various networking, storage, computing, automotive, and consumer applications; and memory products for system memory or platform data storage. The company provides wafer-level CSP packages for power management, transceivers, sensors, wireless charging, codecs, and specialty silicon; wafer-level fan-out packages used in power management, transceivers, radar, and specialty silicon; silicon wafer integrated fan-out technology that replaces a laminate substrate with a thinner structure; leadframe packages for electronic devices and mixed-signal applications; and substrate-based wirebond packages used to connect a die to a substrate. In addition, it offers micro-electro-mechanical systems packages that are miniaturized mechanical and electromechanical devices; and advanced system-in-package modules used in radio frequency and front end modules, basebands, connectivity, fingerprint sensors, display and touch screen drivers, sensors and MEMS, and NAND memory and solid-state drives. Further, the company provides wafer, package, and system level test services, as well as burn-in test and test development services. It serves integrated device manufacturers, fabless semiconductor companies, original equipment manufacturers, and contract foundries. Amkor Technology, Inc. was founded in 1968 and is headquartered in Tempe, Arizona.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 27일 (월) | 2026 Q1 | $0.29 | $0.33 | +15.6% | $1.68B | ▼ −5.6% |
| 12월 1일 (월) | 2025 Q4 | $0.44 | $0.69 | +56.4% | $1.99B | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
기록적 분기 매출과 견조한 수요로 시장은 긍정적으로 반응할 가능성이 큽니다(매출·EBITDA 개선). 다만 분기별 총마진은 직전분기 대비 하락했고(16.7%→14.2%), 높은 CAPEX 및 고객 집중(상위10개 고객 매출 비중 68%)이 단기 리스크로 작용할 수 있어 반응은 온화한 낙관으로 보일 전망입니다.
| 9월 1일 (월) | 2025 Q3 | $0.43 | $0.51 | +19.6% | $1.51B | — |
| 6월 1일 (일) | 2025 Q2 | $0.16 | $0.22 | +39.6% | $1.32B | — |
| 3월 1일 (토) | 2025 Q1 | $0.09 | $0.09 | +4.5% | — | — |