Declared Dividend • Aug 16
Second quarter dividend of US$0.084 announced Shareholders will receive a dividend of US$0.084. Ex-date: 2nd September 2026 Payment date: 22nd September 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.1%. Announcement • Aug 13
Amkor Technology, Inc. Declares Quarterly Dividend, Payable on September 22, 2026 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.08352 per share on the company’s common stock. The dividend will be payable on September 22, 2026 to stockholders of record as of the close of business on September 2, 2026. Recent Insider Transactions • Aug 09
Insider recently sold €2.4m worth of stock On the 6th of August, Marie Rutten Guillaume sold around 50k shares on-market at roughly €47.66 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Reported Earnings • Jul 28
Second quarter 2026 earnings released: EPS: US$0.70 (vs US$0.22 in 2Q 2025) Second quarter 2026 results: EPS: US$0.70 (up from US$0.22 in 2Q 2025). Revenue: US$1.90b (up 26% from 2Q 2025). Net income: US$173.8m (up 219% from 2Q 2025). Profit margin: 9.2% (up from 3.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Announcement • Jul 28
Amkor Technology, Inc. Provides Earnings Guidance for the Third Quarter of 2026 Amkor Technology, Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects net sales of $1.95 billion to $2.05 billion and net income of $180 million to $205 million, or $0.72 to $0.82 per diluted share. Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €52.98, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 35x in the Semiconductor industry in Germany. Total returns to shareholders of 117% over the past three years. Announcement • Jul 07
Amkor Technology, Inc. to Report Q2, 2026 Results on Jul 27, 2026 Amkor Technology, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026 Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €61.75, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 41x in the Semiconductor industry in Germany. Total returns to shareholders of 149% over the past three years. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €71.19, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 42x in the Semiconductor industry in Germany. Total returns to shareholders of 214% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €114 per share. Recent Insider Transactions • May 20
Independent Director recently sold €984k worth of stock On the 11th of May, Gil Tily sold around 15k shares on-market at roughly €65.60 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.2m. Insiders have been net sellers, collectively disposing of €17m more than they bought in the last 12 months. Announcement • May 14
Amkor Technology, Inc. Declares Quarterly Dividend, Payable on June 23, 2026 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.08352 per share on the company’s common stock. The dividend will be payable on June 23, 2026 to stockholders of record as of the close of business on June 3, 2026. Announcement • Apr 29
Amkor Technology, Inc. Provides Earnings Guidance for the Second Quarter of 2026 Amkor Technology, Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects net sales of $1.75 billion to $1.85 billion and net income of $105 million to $130 million, or $0.42 to $0.52 per diluted share. Announcement • Apr 28
Amkor Technology, Inc. (NasdaqGS:AMKR) announces an Equity Buyback for $300 million worth of its shares. Amkor Technology, Inc. (NasdaqGS:AMKR) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common stock. Announcement • Apr 07
Amkor Technology, Inc. to Report Q1, 2026 Results on Apr 27, 2026 Amkor Technology, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 27, 2026 Announcement • Apr 03
Amkor Technology, Inc., Annual General Meeting, May 13, 2026 Amkor Technology, Inc., Annual General Meeting, May 13, 2026. Announcement • Feb 20
Amkor Technology, Inc. Declares Quarterly Dividend, Payable on March 31, 2026 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.08352 per share on the company’s common stock. The dividend will be payable on March 31, 2026 to stockholders of record as of the close of business on March 12, 2026. Announcement • Feb 10
Amkor Technology, Inc. Provides Earnings Guidance for the First Quarter of 2026 Amkor Technology, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company reported net sales of $1.60 billion to $1.70 billion and net income of $45 million to $70 million, or $0.18 to $0.28 per diluted share. Announcement • Feb 03
Amkor Technology, Inc. Appoints Cherie Buntyn as Senior Vice President and Chief Accounting Officer, Effective February 2, 2026 On February 2, 2026, Amkor Technology, Inc. (the “Company”) appointed Cherie Buntyn to serve as the Company’s Senior Vice President and Chief Accounting Officer, in which capacity she will serve as the Company’s principal accounting officer. Ms. Buntyn, age 50, most recently served as Vice President, Chief Accounting Officer of SurveyMonkey from June 2022 to June 2025. Previously, she served as Corporate Controller from May 2021 to June 2022, and Director, Assistant Corporate Controller from December 2017 to May 2021, at FLIR Systems. Prior to that, she held various accounting and managerial roles of increasing seniority at Intel Corporation from October 2000 to December 2017. Ms. Buntyn began her career at Deloitte & Touche LLP from August 1997 to October 2000. Ms. Buntyn is a Certified Public Accountant and received her B.S. in Accounting from Santa Clara University. Announcement • Jan 20
Amkor Technology, Inc. to Report Q4, 2025 Results on Feb 09, 2026 Amkor Technology, Inc. announced that they will report Q4, 2025 results After-Market on Feb 09, 2026 Announcement • Nov 13
Amkor Technology, Inc. Announces Quarterly Dividend, Payable on December 23, 2025 Amkor Technology, Inc. announced that its Board of Directors has approved an increase in the company’s quarterly cash dividend from $0.08269 per share to $0.08352 per share on the company’s common stock. The dividend will be payable on December 23, 2025 to stockholders of record as of the close of business on December 3, 2025. Announcement • Nov 04
Amkor Technology, Inc. Announces Management Changes On October 28, 2025, John Liu, resigned as a member of the Board of Directors of Amkor Technology, Inc. The resignation was not due to any disagreements with the Company on any matter relating to the Company’s operations, policies or practices. In connection with Mr. Liu’s resignation, the Board reduced the size of the Board from eleven to ten directors. Mr. Liu joins the Company as Executive Vice President, Corporate Development and Strategy on November 3, 2025. Announcement • Oct 13
Amkor Technology, Inc. to Report Q3, 2025 Results on Oct 27, 2025 Amkor Technology, Inc. announced that they will report Q3, 2025 results After-Market on Oct 27, 2025 Announcement • Aug 14
Amkor Technology, Inc. Declares Quarterly Cash Dividend, Payable on September 23, 2025 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.08269 per share on the company’s common stock. The dividend will be payable on September 23, 2025 to stockholders of record as of the close of business on September 3, 2025. Announcement • Jul 29
Amkor Technology, Inc. Provides Earnings Guidance for the Third Quarter 2025 Amkor Technology, Inc. provided earnings guidance for the third quarter 2025. For the quarter, the company expects Net sales of $1.875 billion to $1.975 billion and Net income of $85 million to $120 million, or $0.34 to $0.48 per diluted share. Announcement • Jul 07
Amkor Technology, Inc. to Report Q2, 2025 Results on Jul 28, 2025 Amkor Technology, Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025 Announcement • May 16
Amkor Technology, Inc. Declares Quarterly Dividend, Payable on June 25, 2025 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.08269 per share on the company’s common stock. The dividend will be payable on June 25, 2025 to stockholders of record as of the close of business on June 5, 2025. Announcement • Apr 29
Amkor Technology, Inc. Provides Earnings Guidance for the Second Quarter of 2025 Amkor Technology, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenue between $1.375 billion and $1.475 billion, representing growth of 8% sequentially at the midpoint. Gross margin is expected to be between 11.5% and 13.5%, net income is expected to be between $17 million and $57 million, resulting in EPS between $0.07 and $0.23. Announcement • Apr 08
Amkor Technology, Inc. to Report Q1, 2025 Results on Apr 28, 2025 Amkor Technology, Inc. announced that they will report Q1, 2025 results After-Market on Apr 28, 2025 Announcement • Mar 26
Amkor Technology, Inc., Annual General Meeting, May 15, 2025 Amkor Technology, Inc., Annual General Meeting, May 15, 2025. Announcement • Feb 21
Amkor Technology, Inc. Declares Quarterly Dividend, Payable on April 2, 2025 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.08269 per share on the company’s common stock. The dividend will be payable on April 2, 2025 to stockholders of record as of the close of business on March 13, 2025. Announcement • Feb 11
Amkor Technology, Inc. Provides Earnings Guidance for the First Quarter of 2025 Amkor Technology, Inc. provided earnings guidance for the first quarter of 2025. For the period, the company expects Net sales of $1.225 billion to $1.325 billion. Net income is expected to be in the range of $3 million to $43 million, or $0.01 to $0.17 per diluted share. Announcement • Jan 21
Amkor Technology, Inc. to Report Q4, 2024 Results on Feb 10, 2025 Amkor Technology, Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025 Announcement • Dec 16
Amkor Technology, Inc. Appoints John Liu to its Board of Directors Amkor Technology, Inc. announced that John Liu has been appointed as a new member of the company’s Board of Directors. Mr. Liu has been the chief executive officer of Essex Equity Capital Management, and managing partner of Richmond Hill Investments, since March 2008. Previously, he was employed by Greenhill & Co. for 12 years, where he held positions of increasing responsibility including both chief financial officer and the co-head of U.S. Mergers and Acquisitions. He later served as lead independent director of Greenhill and is currently serving as an independent director of Whirlpool Corporation. Mr. Liu holds a master’s degree in business administration from the Wharton School of the University of Pennsylvania and a bachelor’s degree in economics from Harvard University. Following this change, Amkor’s Board of Directors will be composed of eleven directors, nine of whom are independent. Reported Earnings • Oct 29
Third quarter 2024 earnings released: EPS: US$0.50 (vs US$0.54 in 3Q 2023) Third quarter 2024 results: EPS: US$0.50 (down from US$0.54 in 3Q 2023). Revenue: US$1.86b (up 2.2% from 3Q 2023). Net income: US$122.6m (down 7.6% from 3Q 2023). Profit margin: 6.6% (down from 7.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Announcement • Oct 29
Amkor Technology, Inc. Provides Earnings Guidance for the Third Quarter 2024 Amkor Technology, Inc. provided earnings guidance for the fourth quarter 2024. For the quarter, the company expected Net sales of $1.60 billion to $1.70 billion and Net income of $70 million to $110million, or $0.28 to $0.44 per diluted share. Announcement • Oct 07
Amkor Technology, Inc. to Report Q3, 2024 Results on Oct 28, 2024 Amkor Technology, Inc. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024 Announcement • Sep 19
Amkor Technology, Inc. Announces Board Changes, Effective October 31, 2024 Amkor Technology, Inc. announced that James Kim will be stepping down as Executive Chairman of Amkor and retiring from the company effective October 31, 2024. Susan Kim, Amkor’s Executive Vice Chairman, will become Chairman of the Board at that time. Mr. Kim founded Amkor in 1968 and has been a pioneer in the outsourced semiconductor assembly and test services industry during his more than 56 years of service to the company. In recognition of his extraordinary contributions, the Board will recognize Mr. Kim with the honorary title of Chairman Emeritus upon his retirement. Upcoming Dividend • Aug 30
Upcoming dividend of US$0.079 per share Eligible shareholders must have bought the stock before 03 September 2024. Payment date: 23 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (1.1%). Declared Dividend • Aug 16
Second quarter dividend of US$0.079 announced Shareholders will receive a dividend of US$0.079. Ex-date: 3rd September 2024 Payment date: 23rd September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 18% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 123% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Aug 14
Amkor Technology Declares Quarterly Dividend, Payable on September 23, 2024 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.07875 per share on the company’s common stock. The dividend will be payable on September 23, 2024 to stockholders of record as of the close of business on September 3, 2024. Reported Earnings • Jul 30
Second quarter 2024 earnings released: EPS: US$0.27 (vs US$0.26 in 2Q 2023) Second quarter 2024 results: EPS: US$0.27 (up from US$0.26 in 2Q 2023). Revenue: US$1.46b (flat on 2Q 2023). Net income: US$66.9m (up 4.1% from 2Q 2023). Profit margin: 4.6% (up from 4.4% in 2Q 2023). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Announcement • Jul 30
Amkor Technology, Inc. Provides Earnings Guidance for the Third Quarter 2024 Amkor Technology, Inc. provided earnings guidance for the third quarter 2024. For the quarter, the company expected Net sales of $1.785 billion to $1.885 billion and Net income of $105 million to $140 million, or $0.42 to $0.56 per diluted share. Announcement • Jul 10
Amkor Technology, Inc. to Report Q2, 2024 Results on Jul 29, 2024 Amkor Technology, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 29, 2024 Buy Or Sell Opportunity • Jun 18
Now 20% undervalued Over the last 90 days, the stock has risen 15% to €32.52. The fair value is estimated to be €40.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 6.0%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Declared Dividend • May 17
First quarter dividend of US$0.079 announced Shareholders will receive a dividend of US$0.079. Ex-date: 4th June 2024 Payment date: 24th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 18% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 15
Amkor Technology, Inc. Declares Quarterly Cash Dividend, Payable on June 24, 2024 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.07875 per share on the company’s common stock. The dividend will be payable on June 24, 2024 to stockholders of record as of the close of business on June 4, 2024. Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: US$0.24 (vs US$0.18 in 1Q 2023) First quarter 2024 results: EPS: US$0.24 (up from US$0.18 in 1Q 2023). Revenue: US$1.37b (down 7.2% from 1Q 2023). Net income: US$58.9m (up 30% from 1Q 2023). Profit margin: 4.3% (up from 3.1% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Announcement • Apr 30
Amkor Technology, Inc. Provides Earnings Guidance for the Second Quarter 2024 Amkor Technology, Inc. provided earnings guidance for the second quarter 2024. For the quarter, the company expects Net sales of $1.40 billion to $1.50 billion. Net income of $35 million to $75 million, or $0.14 to $0.30 per diluted share. Announcement • Apr 13
Amkor Technology, Inc., Annual General Meeting, May 14, 2024 Amkor Technology, Inc., Annual General Meeting, May 14, 2024, at 09:00 Eastern Daylight. Agenda: Election of the 11 directors named in the enclosed proxy statement; to An advisory vote to approve the compensation of our named executive officers; to Ratification of the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2024; to Shareholder proposal to report on effectiveness of the company’s diversity, equity, and inclusion efforts; and to Such other business as may properly come before the meeting and any adjournment or postponement thereof. Announcement • Apr 10
Amkor Technology, Inc. to Report Q1, 2024 Results on Apr 29, 2024 Amkor Technology, Inc. announced that they will report Q1, 2024 results After-Market on Apr 29, 2024 Buy Or Sell Opportunity • Apr 03
Now 22% undervalued Over the last 90 days, the stock has risen 2.0% to €28.57. The fair value is estimated to be €36.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 27% per annum over the same time period. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €32.80, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.26 per share. Upcoming Dividend • Mar 04
Upcoming dividend of US$0.079 per share Eligible shareholders must have bought the stock before 11 March 2024. Payment date: 01 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (1.0%). Declared Dividend • Feb 26
Fourth quarter dividend of US$0.079 announced Shareholders will receive a dividend of US$0.079. Ex-date: 11th March 2024 Payment date: 1st April 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 25% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Feb 22
Now 20% undervalued Over the last 90 days, the stock has risen 7.9% to €27.20. The fair value is estimated to be €34.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 27% per annum over the same time period. Announcement • Feb 21
Amkor Technology, Inc. Approves Quarterly Cash Dividend, Payable on April 1, 2024 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.07875 per share on the company’s common stock. The dividend will be payable on April 1, 2024 to stockholders of record as of the close of business on March 12, 2024. Buy Or Sell Opportunity • Feb 09
Now 20% undervalued Over the last 90 days, the stock has risen 27% to €27.20. The fair value is estimated to be €34.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 26% per annum over the same time period. Reported Earnings • Feb 06
Full year 2023 earnings released: EPS: US$1.47 (vs US$3.13 in FY 2022) Full year 2023 results: EPS: US$1.47 (down from US$3.13 in FY 2022). Revenue: US$6.50b (down 8.3% from FY 2022). Net income: US$359.8m (down 53% from FY 2022). Profit margin: 5.5% (down from 11% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 06
Amkor Technology, Inc. Provides Earnings Guidance for the First Quarter of 2024 Amkor Technology, Inc. provided earnings guidance for the first quarter of 2024. For the period, the company expects Net sales of $1.30 billion to $1.40 billion. Net income is expected to be in the range of $8 million to $48 million, or $0.03 to $0.19 per diluted share. Announcement • Jan 17
Amkor Technology, Inc. to Report Q4, 2023 Results on Feb 05, 2024 Amkor Technology, Inc. announced that they will report Q4, 2023 results After-Market on Feb 05, 2024 Announcement • Dec 16
Amkor Technology, Inc. Announces Executive Changes On December 11, 2023, Amkor Technology, Inc. determined to make a change in the Company’s manufacturing leadership. Sung (Steve) Shin, Executive Vice President, Worldwide Manufacturing, will leave Amkor on December 15, 2023, and JinAn Lee will lead manufacturing starting December 15, 2023. Upcoming Dividend • Nov 27
Upcoming dividend of US$0.079 per share at 1.1% yield Eligible shareholders must have bought the stock before 04 December 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (1.2%). Announcement • Nov 15
Amkor Technology, Inc. Increases Quarterly Cash Dividend, Payable on December 26, 2023 Amkor Technology, Inc. announced that its Board of Directors has approved a 5% increase in the company’s quarterly cash dividend, from $0.075 per share to $0.07875 per share, on the company’s common stock. The dividend will be payable on December 26, 2023 to stockholders of record as of the close of business on December 5, 2023. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to €21.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 108% over the past three years. Announcement • Nov 01
Amkor Technology, Inc. Provides Earnings Guidance for the Fourth Quarter 2023 Amkor Technology, Inc. provided earnings guidance for the fourth quarter 2023. For the quarter, company expects Net sales of $1.625 billion to $1.725 billion, Gross margin of 14.0% to 16.0%, Net income of $80 million to $120 million, or $0.32 to $0.49 per diluted share. New Risk • Nov 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (6.1% net profit margin). Reported Earnings • Oct 31
Third quarter 2023 earnings released: EPS: US$0.54 (vs US$1.25 in 3Q 2022) Third quarter 2023 results: EPS: US$0.54 (down from US$1.25 in 3Q 2022). Revenue: US$1.82b (down 13% from 3Q 2022). Net income: US$132.6m (down 57% from 3Q 2022). Profit margin: 7.3% (down from 15% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 10
Amkor Technology, Inc. to Report Q3, 2023 Results on Oct 30, 2023 Amkor Technology, Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023 Announcement • Sep 08
Amkor Technology, Inc. has completed a Follow-on Equity Offering in the amount of $240 million. Amkor Technology, Inc. has completed a Follow-on Equity Offering in the amount of $240 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 10,000,000
Price\Range: $24
Discount Per Security: $0.78 Upcoming Dividend • Aug 25
Upcoming dividend of US$0.075 per share at 1.1% yield Eligible shareholders must have bought the stock before 01 September 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.1%). Announcement • Aug 17
Amkor Technology, Inc. Declares Quarterly Dividend, Payable on September 25, 2023 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.075 per share on the company’s common stock. The dividend will be payable on September 25, 2023 to stockholders of record as of the close of business on September 5, 2023. Reported Earnings • Aug 01
Second quarter 2023 earnings released: EPS: US$0.26 (vs US$0.51 in 2Q 2022) Second quarter 2023 results: EPS: US$0.26 (down from US$0.51 in 2Q 2022). Revenue: US$1.46b (down 3.1% from 2Q 2022). Net income: US$64.3m (down 49% from 2Q 2022). Profit margin: 4.4% (down from 8.3% in 2Q 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 33% per year. Announcement • Aug 01
Amkor Technology Provides Guidance for the Third Quarter 2023 Amkor Technology, Inc. provided guidance for the third quarter 2023. for the quarter company expects Net sales of $1.725 billion to $1.825 billion, Gross margin of 13.5% to 15.5% and Net income of $90 million to $130 million, or $0.36 to $0.53 per diluted share. Announcement • Jul 12
Amkor Technology, Inc. to Report Q2, 2023 Results on Jul 31, 2023 Amkor Technology, Inc. announced that they will report Q2, 2023 results After-Market on Jul 31, 2023 Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €27.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 166% over the past three years. Announcement • Jun 25
Amkor Technology, Inc.(NasdaqGS:AMKR) dropped from Russell 2000 Growth-Defensive Index Amkor Technology, Inc.(NasdaqGS:AMKR) dropped from Russell 2000 Growth-Defensive Index Announcement • Jun 14
Amkor Technology, Inc. Advanced Packaging Enables the Car of the Future Amkor Technology, Inc. is innovating advanced packaging to enable the car of the future. The evolution of the enhanced automotive experience has been dramatic over the past few years--a rise evidenced in car-related semiconductor sales. In 2015, the auto semiconductor market was approximately $30 billion. Since then, it has more than doubled to $68 billion in 2022 and is expected to continue to grow over the next few years at a mid-teens compound annual growth rate--representing one of the highest growth segments in the semiconductor industry. This increase is driven by higher demand for autonomous functionality, digital control systems, and vehicle electrification. As the leading automotive OSAT with more than 40 years of automotive experience and a broad geographic footprint supporting global and enabling regional supply chains, Amkor is well positioned to capture growth from the acceleration of semiconductor content in cars. The move toward advanced driver assistance systems (ADAS) and full autonomy--motivated by regional legislation and consumer preference-- has led automotive manufacturers to install enhanced safety and convenience features as standard in base models. Advanced packaging solutions include ADAS to automate aspects of the driving process like parking assistance, lane positioning and collision avoidance. ADAS technologies use multiple sensors such as radar, LIDAR, ultrasonic, and image sensors to improve the safety of the vehicle. While wirebond continues to be the dominant interconnect for automotive packages, ADAS modules are increasingly using advanced interconnect technologies such as flip chip BGA, wafer level fan-out, and flip chip CSP. Advanced silicon nodes are growing quickly for ADAS processors with 7 nm already in production at Amkor and 5 nm solutions expected to be quickly adopted in automotive applications. Behind the wheel, consumers want an immersive and interactive in-car experience that is both entertaining and innovative. Recent Insider Transactions • Jun 07
Insider recently sold €85k worth of stock On the 2nd of June, Kevin Engel sold around 4k shares on-market at roughly €23.70 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €92m more than they bought in the last 12 months. Upcoming Dividend • May 29
Upcoming dividend of US$0.075 per share at 1.2% yield Eligible shareholders must have bought the stock before 05 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (1.1%). Announcement • May 17
Amkor Technology, Inc. Declares Quarterly Cash Dividend, Payable on June 26, 2023 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.075 per share on the company’s common stock. The dividend will be payable on June 26, 2023 to stockholders of record as of the close of business on June 6, 2023. Reported Earnings • May 02
First quarter 2023 earnings released: EPS: US$0.18 (vs US$0.70 in 1Q 2022) First quarter 2023 results: EPS: US$0.18 (down from US$0.70 in 1Q 2022). Revenue: US$1.47b (down 7.8% from 1Q 2022). Net income: US$45.4m (down 73% from 1Q 2022). Profit margin: 3.1% (down from 11% in 1Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 32% per year. Recent Insider Transactions • Mar 01
Insider recently sold €46m worth of stock On the 22nd of February, John Kim sold around 2m shares on-market at roughly €23.78 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €91m more than they bought in the last 12 months. Upcoming Dividend • Feb 20
Upcoming dividend of US$0.075 per share at 1.1% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 20 March 2023. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (1.0%). Reported Earnings • Feb 14
Full year 2022 earnings released: EPS: US$3.13 (vs US$2.64 in FY 2021) Full year 2022 results: EPS: US$3.13 (up from US$2.64 in FY 2021). Revenue: US$7.09b (up 16% from FY 2021). Net income: US$765.8m (up 19% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to stay flat during the next 2 years compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Announcement • Feb 14
Amkor Technology, Inc. Provides Earnings Guidance for the First Quarter 2023 Amkor Technology, Inc. provided earnings guidance for the first quarter 2023. For the period, the company expects Net sales of $1.40 billion to $1.50 billion, a year-on-year decrease of 9% at midpoint and Net income of $15 million to $55 million, or $0.06 to $0.22 per diluted share. Announcement • Feb 08
Amkor Technology, Inc. Announces Quarterly Cash Dividend, Payable on March 20, 2023 Amkor Technology, Inc. announced that its Board of Directors has approved a quarterly cash dividend of $0.075 per share on the company’s common stock. The dividend will be payable on March 20, 2023 to stockholders of record as of the close of business on February 28, 2023. Announcement • Jan 24
Amkor Technology, Inc. to Report Q4, 2022 Results on Feb 13, 2023 Amkor Technology, Inc. announced that they will report Q4, 2022 results After-Market on Feb 13, 2023 
