Amkor (AMKR) Q2 FY26 earnings call

Amkor delivered a strong second quarter with record revenue and improved profitability, driven by broad-based demand across end markets, particularly in Computing and Automotive. The company is strategically aligning capacity with high-growth opportunities, especially in AI and HPC, through deeper customer partnerships and global footprint expansion. While facing near-term headwinds in Communications due to SiP transfers and memory constraints, Amkor remains confident in its long-term growth strategy.