AMKOR Technology Inc

Amkor Technology opened 2025 with a modest but clean beat, reporting Q1 revenue of $1.32 billion and diluted EPS of $0.09, clearing the Street's $1.28 billion revenue consensus by 3.61% and edging past the $0.09 EPS estimate by 4.53%, even as sales slid 3.2% from the year-ago period. The headline numbers, however, masked meaningful margin pressure: gross margin compressed to 11.9% from 14.8% a year earlier, weighed down by higher labor costs, increased depreciation, and elevated manufacturing overhead that collectively squeezed operating income margin to just 2.4%. Advanced products, representing roughly 80% of total sales at $1.06 billion, remained the backbone of the business, while a notable shift in end-market mix saw Automotive and Industrial climb to 21% of revenue as Communications softened to 40%. Looking ahead, Amkor guided Q2 net sales of $1.38 billion to $1.48 billion with gross margin of 11.5% to 13.5%, citing its diversified global manufacturing footprint as a key buffer against ongoing tariff and trade regulation uncertainty.