Investment Rating - The report maintains a positive outlook on Amkor, with a revenue guidance for FY2024Q3 set between 1.785billionand1.885 billion, indicating a sequential growth of approximately 25.6% [15][20]. Core Insights - Amkor's FY2024Q2 revenue reached 1.461billion,showingayear−over−yearincreaseof0.24212 million, with a gross margin of 14.5%, slightly down from the previous quarter but up from the previous year [4][20]. - Net income for the quarter was 67million,reflectingaquarter−over−quarterincreaseof11.89400 million grant from the U.S. Department of Commerce under the CHIPS Act to build a new facility in Arizona, aimed at supporting advanced packaging and testing for high-performance computing, AI, communications, and automotive markets [14][21]. Q3 Performance Guidance - For FY2024Q3, Amkor's revenue guidance is set at 1.835billion,withagrossmarginforecastbetween14105 million to 140million,indicatingasignificantquarter−over−quarterincrease[16][20].CapitalExpenditure−Thecompanyanticipatestotalcapitalexpendituresofapproximately750 million for the year, focusing on expanding 2.5D and SIP advanced packaging capabilities [16][20].
Amkor Technology(AMKR) 华创证券·2024-08-01 07:31