Slide 1: Q2 2025 Financial Results
Q2 2025 Financial Results July 2025 © 2025 Amkor Technology, Inc. 1
Slide 2: Presenter Introductions
Presenter Introductions Jennifer Jue Giel Rutten Megan Faust Vice President, President and Executive Vice Investor Relations Chief Executive President and Officer Chief Financial Officer © 2025 Amkor Technology, Inc. 2
Slide 3: 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 4: Business Highlights and Strategic Pillars
Business Highlights and Strategic Pillars Giel Rutten l President and Chief Executive Officer © 2025 Amkor Technology, Inc. 4
Slide 5: Q2 2025 Highlights
Q2 2025 Highlights $1.51B Revenue, up 14% sequentially EPS(1) of $0.22 All end markets achieved double-digit sequential growth See corresponding endnotes on slide 19. © 2025 Amkor Technology, Inc. 5
Slide 6: Q2 2025 End Market Dynamics
Q2 2025 End Market Dynamics Communications Computing ▶ Revenue up 15% sequentially ▶ Revenue up 16% sequentially ▶ Increase driven by iOS ecosystem ▶ New product ramps in personal ▶ Assessing future device needs for computing edge AI ▶ Launch of first High-Density Fan-Out product Automotive and Indu
Slide 7: Executing Our Long-Term Strategy
Executing Our Long-Term Strategy Strengthening Technology Expanding Geographic Partnering with Lead Customers Leadership Footprint in Growth Markets Delivering Next Generation Solutions for HPC and AI ▶ Expanding our strategic presence in HPC and AI ▶ Offering advanced technology supporting HDFO, fl
Slide 8: Financial Results and Outlook
Financial Results and Outlook Megan Faust l Executive Vice President and Chief Financial Officer © 2025 Amkor Technology, Inc. 8
Slide 9: Q2 2025 Financial Results
Q2 2025 Financial Results Revenue Gross Profit and Margin % ($ in billions) ($ in millions) 14.5% 12.0% 11.9% $1.46 $1.32 $1.51 $212 $182 $158 Q224 Q125 Q225 Q224 Q125 Q225 Operating Income and Margin % Earnings Per Share ($ in millions) 6.1% 5.6% $82 2.4% $92 $0.27 $0.22 $32 $0.09 (1) (1) Q224 Q125
Slide 10: 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 11: Q2 2025 Financial Strength
Q2 2025 Financial Strength EBITDA(1)* of $259 million and EBITDA margin* of 17.1% Cash & Short-Term Investments of $2.0 billion Liquidity(2) of $3.1 billion Total Debt of $1.6 billion and debt to EBITDA(1)* of 1.5x See corresponding endnotes on slide 19. *See discussion of non-GAAP measures on slide
Slide 12: Q3 2025 Guidance
Q3 2025 Guidance As of July 28, 2025(3) $1.875B-$1.975B 13.0%-14.5% $85M-$120M $0.34-$0.48 $850M Net Sales Gross Margin Net Income Diluted EPS 2025 CapEx See corresponding endnotes on slide 19. © 2025 Amkor Technology, Inc. 12
Slide 13: © 2025 Amkor Technology, Inc.
& © 2025 Amkor Technology, Inc. 13
Slide 14: Strengthening Our Technology Leadership
Strengthening Our Technology Leadership Key Messages $1.875B-$1.975B ▶ Delivered Q2 revenue above expectations Q3 2025 Revenue ▶ Q3 revenue expected to grow 27% sequentially Guidance(3) ▶ Focusing on enhancing operational efficiency ▶ Executing on our strategic pillars for long term value creation S
Slide 15: Enabling the Future
ENABLING the FUTURE amkor.com l © 2025 Amkor Technology, Inc. 15
Slide 16: Appendix
Appendix © 2025 Amkor Technology, Inc. 16
Slide 17: Financial Reconciliation Tables
Financial Reconciliation Tables ($ in millions) Q225 (1) Net Income $55 Plus: Interest Expense 17 Plus: Income Tax Expense 28 Plus: Depreciation & Amortization 159 EBITDA* $259 Revenue $1,511 Net Income Margin 3.6% EBITDA Margin* 17.1% Total Debt $1,573 TTM Net Income $305 Debt/Net Income Ratio 5.2
Slide 18: 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 19: Endnotes
Endnotes 1) During the three months ended June 30, 2025, our results include a $32 million net benefit to operating income and EBITDA due to a contingency payment related to our acquisition of Nanium in May 2017. Net income and earnings per diluted share also include a $16 million and $0.07 benefit,