Enabling the Future Amkor Technology Investor Presentation May 2025 © 2025 Amkor Technology, Inc. 1 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 prepared in accordance with U.S. GAAP and may not be comparable to calculations of similarly titled measures by ...

China OSAT halfway through recovery — The OSAT industry is on track to its sixth quarter of YoY growth with inventory well under control. While the current cycle shows only modest growth so far, we expect the growth recovery to continue with demand rising from: 1) industrial/automotive; and 2) advanced packaging (AP) for HPC and power semis. The past OSAT growth cycles since 2001 each lasted 3-7 years. We believe the OSAT industry is still only halfway through the recovery phase. Capacity UTR still improvin ...

HSINCHU, June 13, 2025 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), announced that the Company adjusted the cash dividend distribution ratio from NT$1.20 per common share to approximately NT$1.23 per common share, following the Company's cancellation of treasury shares and the repurchase of shares for transfer to employees, which imp ...

HSINCHU, June 10, 2025 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of May 2025. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$29.87 to US$1.00 as of May 30, 2025.Revenue for the month of May 2025 was NT$2,025.4 million or US$67 ...

Core Viewpoint - ChipMOS TECHNOLOGIES INC. has announced a cash dividend distribution of NT$1.20 per common share, approximately US$0.80 per ADS, approved by shareholders at the AGM on May 27, 2025 [1] Group 1: Dividend Details - The cash dividend distribution was previously approved by the Company's Board on February 25, 2025 [1] - The ex-dividend date is set for June 27, 2025, with the ADR dividend record date also on June 27, 2025 [6] - The ADR dividend distribution date is scheduled for July 25, 2025, with ADR books closed from June 27 to July 3, 2025 [6] Group 2: Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT) [3] - The Company operates advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park [3] - ChipMOS serves fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries across various end markets globally [3]

Summary of Amkor Technology (AMKR) FY Conference Call - May 13, 2025 Company Overview - Amkor Technology is an OSAT (Outsourced Semiconductor Assembly and Test) company providing services to semiconductor firms across automotive, communications, computing, and consumer markets [2][4] Key Strategic Pillars - **Advanced Packaging Technologies**: Focus on next-generation packaging solutions [3] - **Geographical Diversity**: Manufacturing footprint across eight countries, with plans to expand to nine [4] - **Customer Partnerships**: Close collaboration with leading market customers to support product adoption [3] Financial Performance - Q1 revenue was $1.32 billion, with Q2 projected at $1.425 billion [5] - The company is cautious about confirming second-half guidance due to trade and tariff uncertainties [10] Market Dynamics - **Communications Segment**: Positive momentum with socket regain expected, contributing to revenue recovery [10][15] - **Computing Segment**: Anticipated growth driven by AI applications and advanced packaging technologies [20][34] - **Automotive and Industrial**: Growth expected in advanced automotive segments like ADAS and infotainment, though legacy devices face inventory challenges [12][39] Pricing Environment - Competitive pricing in mainstream products due to high OSAT provider presence, while advanced packaging pricing remains stable [13][14] Customer Relationships - Significant revenue exposure to a major customer, with a focus on maintaining and expanding market share [17][18] - Long-term partnership opportunities with customers transitioning to new architectures [27][28] Growth Drivers - **AI and Data Center Applications**: Growth in 2.5D and RDL technologies, with a strong pipeline for future products [20][26] - **ARM-based CPUs**: Increasing adoption in data centers and PCs, driven by power efficiency [34][36] Testing Business Expansion - Plans to expand testing capabilities in Korea, focusing on turnkey solutions [46][49] Gross Margin and Utilization - Current gross margin impacted by ramping up the Vietnam facility, with expectations to return to 20% as utilization improves [50][52] Future Facilities and Investments - Groundbreaking for a new U.S. facility planned for the second half of 2025, with operations expected to start in 2027 [56][57] - $400 million grant from the government under the CHIPS Act to support the Arizona fab project [57][58] Conclusion - Amkor Technology emphasizes its strategic pillars of technology, geographical diversity, and customer collaboration as key differentiators in the semiconductor industry [69]

Core Viewpoint - ChipMOS Technologies Inc. has announced a new share repurchase program, reflecting confidence in its business fundamentals and capital allocation strategy, amidst recent share price dislocation in the market [1][3]. Group 1: Share Repurchase Program - The Board of Directors has authorized a share repurchase program with a total amount of up to NT$525 million (approximately US$16.4 million) [1]. - The company plans to repurchase up to 15 million shares, which is about 2.06% of its issued share capital, within a price range of NT$18.87 to NT$35.00 per share [2]. - The repurchase period is set from May 14 to July 13, 2025, and the buyback will continue even if the stock price falls below the specified range [2]. Group 2: Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT), with advanced facilities located in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park [4]. - The company serves a wide range of clients, including fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries, catering to virtually all end markets worldwide [4].

Financial Performance - Revenue for Q1 2025 was NT$5,532.3 million (US$166.7 million), representing a 2.5% increase from NT$5,399.6 million (US$162.7 million) in Q4 2024 and a 2.1% increase from NT$5,418.7 million (US$163.3 million) in Q1 2024 [2] - Net profit attributable to equity holders for Q1 2025 was NT$176.3 million (US$5.3 million), down from NT$232.2 million (US$7.0 million) in Q4 2024 and NT$437.8 million (US$13.2 million) in Q1 2024 [4] - Net earnings per basic common share for Q1 2025 were NT$0.24 (US$0.01), compared to NT$0.32 (US$0.01) in Q4 2024 and NT$0.60 (US$0.02) in Q1 2024 [4] Non-Operating Income - Net non-operating income for Q1 2025 was NT$82.1 million (US$2.5 million), a decrease from NT$154.6 million (US$4.7 million) in Q4 2024 and NT$156.3 million (US$4.7 million) in Q1 2024 [3] - The decrease in non-operating income was primarily due to a reduction in foreign exchange gains, which fell by NT$75 million (US$2.3 million) compared to Q4 2024 [3] Cash Position - Net free cash inflow for Q1 2025 was NT$830.6 million (US$25.0 million), with a strong balance of cash and cash equivalents amounting to NT$13,565.5 million (US$408.7 million) [5][8] Share Repurchase Program - The Board of Directors has authorized a new share repurchase program amounting to NT$525 million [8]

HSINCHU, May 9, 2025 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of April 2025. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.96 to US$1.00 as of April 30, 2025.Revenue for the month of April 2025 was NT$1,860.8 million or U ...

Core Viewpoint - ASE Technology Holding Co., Ltd. reported a net revenue of NT$148,153 million for Q1 2025, reflecting an 11.6% increase year-over-year but an 8.7% decrease sequentially. The net income attributable to shareholders was NT$7,554 million, up from NT$5,660 million in Q1 2024 but down from NT$9,312 million in Q4 2024 [1][3][16]. Financial Performance - **Net Revenues**: NT$148,153 million in Q1 2025, up 11.6% YoY, down 8.7% QoQ [1][16]. - **Net Income**: NT$7,554 million in Q1 2025, up from NT$5,660 million in Q1 2024, down from NT$9,312 million in Q4 2024 [1][16]. - **Earnings Per Share**: Basic EPS of NT$1.75 (US$0.106) and diluted EPS of NT$1.64 (US$0.100) for Q1 2025 [1][16]. Revenue Breakdown - **ATM Operations**: Net revenues of NT$86,668 million, up 17.3% YoY, down 1.9% QoQ [5][15]. - **EMS Operations**: Net revenues of NT$62,295 million, up 4.9% YoY, down 16.8% QoQ [5][18]. Cost Structure - **Cost of Revenues**: NT$123,260 million for Q1 2025, down from NT$135,633 million in Q4 2024 [6][16]. - **Raw Material Costs**: NT$72,343 million, representing 49% of total net revenues [6]. - **Labor Costs**: NT$16,997 million, representing 11% of total net revenues [6]. Margins - **Gross Margin**: Increased to 16.8% in Q1 2025 from 16.4% in Q4 2024 [6]. - **Operating Margin**: Decreased to 6.5% in Q1 2025 from 6.9% in Q4 2024 [6]. Non-Operating Items - **Net Interest Expense**: NT$1,256 million [6]. - **Net Foreign Exchange Loss**: NT$1,675 million, primarily due to the appreciation of the U.S. dollar against the New Taiwan dollar [6]. - **Net Gain on Valuation of Financial Assets**: NT$2,873 million [6]. Customer Concentration - The top five customers accounted for approximately 44% of total net revenues in Q1 2025, with two customers each contributing over 10% [12]. - The top ten customers contributed 61% of total net revenues in Q1 2025, compared to 60% in Q4 2024 [12]. Capital Expenditures - Equipment capital expenditures in Q1 2025 totaled US$892 million, with significant allocations to packaging and testing operations [12]. Liquidity and Capital Resources - Current ratio was 1.04 and net debt to equity ratio was 0.41 as of March 31, 2025 [12]. - Total unused credit lines amounted to NT$358,413 million [12]. Company Overview - ASE Technology Holding Co., Ltd. is a leading provider of semiconductor manufacturing services, offering comprehensive solutions in assembly and testing, with a global presence across multiple countries [9].