Amkor Technology Inc. Reports Record Q3 2025 Earnings and Announces Strategic Expansion
Amkor Technology Inc. (NASDAQ: AMKR) released its third‑quarter 2025 results on October 27, 2025, reporting revenue of $1.99 billion, a new record driven by strong demand in communications and artificial‑intelligence (AI) markets. Earnings per share (EPS) exceeded analyst estimates by $0.08.
Revenue and Segment Performance
- Advanced Packaging: Generated $1.68 billion, the highest revenue for the segment to date.
- Overall revenue growth was double‑digit year‑over‑year, reflecting sustained client demand across its semiconductor packaging and test services.
Guidance and Strategic Initiatives
- The company outlined a $7 billion investment in a new campus in Arizona, aimed at expanding capacity and supporting future growth.
- Amkor announced a CEO succession plan as part of its long‑term leadership strategy.
Market Reaction
- Despite the earnings and revenue beat, Amkor’s share price fell 4.45 % in after‑hours trading, closing at $33.18 on October 26, 2025.
- The 52‑week range for the stock is $14.03–$33.82, with a market capitalization of $8.34 billion and a price‑to‑earnings ratio of 26.87.
Analyst Coverage
- DA Davidson increased its price target to $40 from $30.
- KeyBanc maintained a “Sector Weight” rating on the stock.
Outlook
Amkor’s latest results reinforce its position as a leading provider of semiconductor packaging and test services. The announced capital investment in Arizona and the record revenue in advanced packaging suggest continued expansion in high‑growth application areas such as communications and AI. The after‑hours decline indicates market caution, but the fundamental metrics remain strong, with a solid earnings beat and robust revenue growth.
