Amkor Technology, Inc. (AMKR) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Core Viewpoint - The Arizona facility project represents a strategic investment of $7 billion in two phases, aimed at reshoring semiconductor manufacturing to the U.S. in response to changing supply chains and government/customer pressures [1] Group 1: Investment Details - The total investment for the Arizona facility is $7 billion, structured in a two-phase approach, indicating a step-by-step investment strategy [1] - The full investment will not be made upfront; instead, it will be implemented gradually as needed [1] Group 2: Strategic Rationale - Reshoring manufacturing capabilities back to the U.S. is deemed critical for maintaining control over core technologies, especially as AI becomes more integrated into the economy [1] - The project is positioned as a response to both government initiatives and customer demands for localized manufacturing [1]