Amkor Technology, Inc. · NASDAQ:AMKR
Amkor Technology — Investor Presentation (July 2025)
25 slides from Amkor Technology's investor presentation, July 2025
Slide 1: Enabling the Future: Amkor Technology Investor Presentation
Enabling the Future Amkor Technology Investor Presentation July 2025 © 2025 Amkor Technology, Inc. 1
Slide 2: Disclaimer
Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles (“GAAP”). These non-GAAP measures should not be considered in isolation or as a substitute for, or superior to, measures of liquidity or performance
Slide 3: Amkor at a Glance
Amkor at a Glance Global OSAT Largest +55 Years Broad geographic footprint in 8 countries US Headquartered of experience packaging and testing semiconductors OSAT $6.3B 2024 Revenue U.S. based manufacturing coming soon1 2024 Advanced Packaging Trusted % of Revenue Partner 2024 CapEx $744M Global sem
Slide 4: Increasing Total Addressable Market
Increasing Total Addressable Market Semiconductor Market Generative AI and ($ in billions) $1 Trillion $1,000 Connected Trends Smartphones Data Centers Gaming Laptop Home Audio $500 Desktop AI Mobile 5G $0 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2030E Source: Gartner, McKinsey ©
Slide 5: Packaging and Test Integral to Semiconductor Supply Chain
Packaging and Test Integral to Semiconductor Supply Chain Early design engagement with OEMs and semiconductor companies enhances packaging innovation Original Equipment Semiconductor Wafer Packaging Final Product Manufacturers Companies Manufacturing and Test Assembly Smartphone & Tablet Fabless Waf
Slide 6: Amkor's Turnkey Service Offering
Amkor’s Turnkey Service Offering Reduce Cycle Time, Increase Value Design Materials Wafer Bump, Package Final Test Drop Innovation Management Probe, Dicing Assembly Burn-in, SLT Ship Leadframe, Power MEMS & Sensors Memory Flip Chip, PoP MCM 2.5D, High-Density Fan- SiP, Heterogeneous WLFO Out Integra
Slide 7: Executing Our Strategy to Deliver Shareholder Value
Executing Our Strategy to Deliver Shareholder Value Technology Geographic Footprint Markets Leverage Advanced Packaging Leadership Support Global & Enable Local Supply Chains Focus on Industry Megatrends Tier 1 OSAT with complete Broadest OSAT 5G communications Advanced packaging and test portfolio
Slide 8: Amkor is an Advanced Packaging Leader
Amkor is an Advanced Packaging Leader Optimize Power, Performance and Area with Packaging Design & Materials Increased Silicon Complexity Heterogeneous Integration Larger Module Size or Miniaturization Enhanced Material Performance © 2025 Amkor Technology, Inc. 8
Slide 9: Broad Geographic Footprint
Broad Geographic Footprint 13 Million Square Feet (1.2M sqm) of Manufacturing Space KOREA 4.48M sf (0.42M sqm) JAPAN 1.77M sf (0.16M sqm) PORTUGAL SHANGHAI 0.52M sf (0.05M sqm) 1.40M sf (0.13M sqm) UNITED STATES TAIWAN COMING SOON! 1.12M sf (0.10M sqm) VIETNAM 1.47M sf (0.14M sqm) PHILIPPINES 1.32M
Slide 10: Diversified End Markets
Diversified End Markets Leveraged to Industry Megatrends 2024 Results 48% 19% 18% 15% Automotive & Communications Computing Industrial Consumer Smartphones l Tablets Data Center I Infrastructure ADAS I Electrification A/R & Gaming I Connected PC/Laptops I Storage Infotainment l Safety Home I Home El
Slide 11: Communications
Communications Amkor Supports All Smartphone Functions RF Front Sub-6 Ghz & End mmWave Megatrend Drivers Sub-system Sensors Modules On-device AI Increasing performance requirements AI Apps Processor 6G Storage 5G and RF functionality Baseband Modem 5G Wireless Charging 4G © 2025 Amkor Technology, In
Slide 12: High Performance Computing
High Performance Computing Amkor’s Capabilities Support All Big Data Requirements Artificial Intelligence ARM Hyperscale Megatrend Drivers Cloud AI inference and training Network Computing Switches Data routing and networking Custom silicon solutions, new fabless Hetero- geneous AI entrants Accelera
Slide 13: Automotive Electrification
Automotive Electrification Amkor is a Leading Automotive OSAT ADAS SiC Megatrend Drivers Domain EV Controllers Autonomous functionality Infotainment, telematics, digital cockpit V2X In-car Networking Electrification LIDAR Power Radar Modules © 2025 Amkor Technology, Inc. 13
Slide 14: IoT Consumer Products
IoT Consumer Products Amkor is Enabling the Proliferation of IoT Apps PMIC Processor Megatrend Drivers System Health Ultra small form factor with multiple Modules Sensor functions Hearables, wearables, fitness and health, smart homes GPS Wireless Charging Connected everything Connectivity Security ©
Slide 15: CapEx Supports Growth and Innovation
CapEx Supports Growth and Innovation Capital Expenditures Expect 2025 ($ in millions) Capital Expenditures(2) 12.7% of Around 12.8% 11.7% 10.9% 11.5% 11.8% $850M $780 $908 $749 $744 Key Areas of Investment $472 $553 Advanced Technology supporting the HPC market, SiP, Test Expanding in the U.S., 2019
Slide 16: Financial Results
Financial Results ($ in millions except for EPS) Revenue Gross Profit $7,092 $6,138 $6,503 $6,318 20.0% 17.8% 18.8% $5,051 16.0% 14.5% 14.8% $4,053 $1,226 $1,330 $901 $943 $933 $649 (5) 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 Gross Profit Gross Margin Operating Income EPS 12.4% 1
Slide 17: Free Cash Flow and Leverage
Free Cash Flow and Leverage ($ in millions) Free Cash Flow* EBITDA and Leverage* EBITDA Debt/EBITDA $1,800 2.0 1.9x $1,600 1.8 1.6 $1,400 1.4 $1,200 1.2x 1.1x 1.1x 1.2 $1,000 $534 0.9x 1.0 $800 0.8x $1,529 0.8 $1,331 $344 $359 $600 $1,135 $1,091 0.6 $960 $400 $756 $221 $194 0.4 $200 $104 0.2 $0 - (3
Slide 18: Balanced and Disciplined Capital Allocation Strategy
Balanced and Disciplined Capital Allocation Strategy Invest in Organic Growth Strategic Investments ▶ Invest in manufacturing scale and in diversifying ▶ Support regional semiconductor supply chains global footprint ▶ Tuck-in M&A for strategic business growth ▶ Invest in R&D to enhance technology in
Slide 19: Corporate Responsibility Commitment
Corporate Responsibility Commitment Mission Amkor delivers agile and dependable manufacturing and supply chain solutions developed in close collaboration with our customers. Reporting Frameworks ▶ SASB Semiconductor Standard ▶ CDP (Carbon Disclosure Project) Governance ▶ Nominating and Governance Co
Slide 20: Appendix
Appendix © 2025 Amkor Technology, Inc. 20
Slide 21: Financial Reconciliation Tables
Financial Reconciliation Tables (3), (6) (4) (5) ($ in millions) 2019 2020 2021 2022 2023 2024 Net Income $123 $340 $646 $767 $362 $356 Plus: Interest Expense 72 64 52 59 59 65 Plus: Income Tax Expense 37 46 69 90 82 75 Plus: Depreciation & Amortization 524 510 564 613 632 595 EBITDA* $756 $960 $1,3
Slide 22: Financial Reconciliation Tables
Financial Reconciliation Tables ($ in millions) 2019 2020 2021 2022 2023 2024 Net Cash Provided by Operating Activities $564 $770 $1,121 $1,099 $1,270 $1,089 Less: Payments for Property, Plant and Equipment (472) (553) (780) (908) (749) (744) Plus: Proceeds from Sale of, Insurance Recovery 12 4 3 3
Slide 23: Non-GAAP Measures
Non-GAAP Measures Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial position or cash flows that either excludes or includes amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accord
Slide 24: Endnotes
Endnotes 1. Capital intensity is defined as capital expenditures as a percentage of net sales. 2. This financial guidance is from our July 28, 2025 earnings release and is reproduced here for convenience of reference only. This reference is not intended, and should not be relied upon, as a reaffirma
Slide 25: Thank You
ENABLING the FUTURE Thank You amkor.com l © 2025 Amkor Technology, Inc. 25