Slide 1: Q1 2026 Financial Results
Q1 2026 Financial Results April 2026 © 2026 Amkor Technology, Inc.
Slide 2: Presenter Introductions
Presenter Introductions Jennifer Jue Kevin Engel Megan Faust Vice President, President and Executive Vice Investor Relations Chief Executive President and Officer Chief Financial Officer © 2026 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 Kevin Engel | President and Chief Executive Officer © 2026 Amkor Technology, Inc. 4
Slide 5: Q1 2026 Highlights
Q1 2026 Highlights $1.68B Revenue, up 27% year-on-year EPS of $0.33 Record first quarter revenue Year-on-year growth across all end markets © 2026 Amkor Technology, Inc. 5
Slide 6: Industry Backdrop
Industry Backdrop ▶ Robust semiconductor demand ▶ Monitoring export controls and trade policies ▶ Managing constraints in advanced silicon, advanced substrates, and memory ▶ Working closely with customers to offset cost increases across the supply chain © 2026 Amkor Technology, Inc. 6
Slide 7: Executing Our Long-Term Strategy
Executing Our Long-Term Strategy Elevate Technology Expand Geographic Enhance Strategic Leadership Footprint Partnerships in Focus Markets ▶ Investing in Advanced ▶ Focused on meeting ▶ Strengthening packaging platforms Arizona campus collaboration with lead ▶ HDFO datacenter CPU construction milest
Slide 8: Financial Results and Outlook
Financial Results and Outlook Megan Faust | Executive Vice President and Chief Financial Officer © 2026 Amkor Technology, Inc. 8
Slide 9: End Market Dynamics
End Market Dynamics Communications Computing ▶ Q1 revenue up 42% YoY ▶ Q1 revenue up 19% YoY ▶ Strong demand across premium ▶ Record AI datacenter revenue tier smartphones ▶ Softness in PCs and laptops Automotive and Industrial Consumer ▶ Q1 revenue up 28% YoY ▶ Q1 revenue up 4% YoY ▶ Record Advance
Slide 10: Q1 2026 Financial Results
Q1 2026 Financial Results Revenue Gross Profit and Margin % ($ in billions) ($ in millions) 16.7% 14.2% 11.9% $1.89 $1.68 $315 $1.32 $239 $158 Q125 Q425 Q126 Q125 Q425 Q126 Operating Income and Margin % Earnings Per Share ($ in millions) 9.8% 6.0% $0.69 $185 2.4% $100 $0.33 $32 $0.09 Q125 Q425 Q126
Slide 11: Q1 2026 Balance Sheet Strength
Q1 2026 Balance Sheet Strength Cash & Short-Term Investments of $1.8 billion Liquidity(1) of $2.9 billion Total Debt of $1.4 billion and Debt to EBITDA* of 1.1x See corresponding endnotes on slide 19. *See discussion of non-GAAP measures on slide 18 and the reconciliation to the most directly compar
Slide 12: Q2 2026 Guidance
Q2 2026 Guidance As of April 27, 2026(2) $1.75B-$1.85B 14.5%-15.5% $105M-$130M $0.42-$0.52 $2.5B-$3.0B Net Sales Gross Margin Net Income Diluted EPS 2026 CapEx See corresponding endnotes on slide 19. © 2026 Amkor Technology, Inc. 12
Slide 13: © 2026 Amkor Technology, Inc.
& © 2026 Amkor Technology, Inc. 13
Slide 14: Strong Start to 2026
Strong Start to 2026 Delivered strong Q1 results with year-on-year growth across all end markets Improvement in utilization, monitoring material constraints Preparing for key Advanced packaging ramps Footprint expanding to meet customer needs © 2026 Amkor Technology, Inc. 14
Slide 15: Enabling the Future
ENABLING the FUTURE amkor.com l
Slide 16: Appendix
Appendix © 2026 Amkor Technology, Inc. 16
Slide 17: Financial Reconciliation Tables
Financial Reconciliation Tables ($ in millions) Q126 Net Income $84 Plus: Interest Expense 18 Plus: Income Tax Expense 12 Plus: Depreciation & Amortization 171 EBITDA* $285 Revenue $1,685 Net Income Margin 5.0% EBITDA Margin* 16.9% Total Debt $1,414 TTM Net Income $438 Debt/Net Income Ratio 3.2 TTM
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) Liquidity is defined as the sum of cash and cash equivalents, short-term investments and availability under our debt arrangements. 2) This financial guidance is from our April 27, 2026 earnings release and is reproduced here for convenience of reference only. This reference is not intend
Slide 20: Enabling the Future
ENABLING the FUTURE amkor.com l