Slides
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1© 2025 Amkor Technology, Inc. © 2025 Amkor Technology, Inc. Q3 2025 Financial Results October 2025
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2© 2025 Amkor Technology, Inc. Presenter Introductions Jennifer Jue Vice President, Investor Relations Megan Faust Executive Vice President and Chief Financial Officer Giel Rutten President and Chief Executive Officer
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3© 2025 Amkor Technology, Inc. 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 other companies. See the Appendix for a description of these financial measures and a reconciliation of all such non-GAAP financial measures to the most directly comparable U.S. GAAP financial measures. Forward-Looking Statement Disclaimer This presentation contains forward-looking statements within the meaning of the federal securities laws. You are cautioned not to place undue reliance on forward-looking statements, which are often characterized by terminology such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “potential,” “continue,” or “intend,” by the negative of these terms or other comparable terminology or by discussions of strategy, plans or intentions. All forward-looking statements in this presentation are made based on our current expectations, forecasts, estimates and assumptions. Because such statements include risks and uncertainties, actual results may differ materially from those anticipated in such forward-looking statements as a result of various factors, including those set forth in our Annual Report on Form 10-K for the year ended December 31, 2024 (the “Form 10-K”) and from time to time in our other reports filed with or furnished to the Securities and Exchange Commission (“SEC”). You should carefully consider the trends, risks and uncertainties described in this presentation, the Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties continues or occurs, our business, financial condition or operating results could be materially and adversely affected, the trading prices of our securities could decline, and you could lose part or all of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement. We assume no obligation to review or update any forward-looking statements to reflect events or circumstances occurring after the date of this presentation, except as may be required by applicable law.
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4© 2025 Amkor Technology, Inc. Business Highlights and Strategic Pillars Giel Rutten l President and Chief Executive Officer
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5© 2025 Amkor Technology, Inc. Q3 2025 Highlights EPS of $0.51 $1.99B Revenue, up 31% sequentially Record Advanced packaging revenue Record Communications and Computing revenue
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6© 2025 Amkor Technology, Inc. Q3 2025 End Market Dynamics Computing ▶ Revenue up 12% sequentially ▶ HDFO ramp progressing ▶ Strong customer pipeline fueled by investments in AI and HPC Communications ▶ Revenue up 67% sequentially ▶ Increase driven by iOS ecosystem ▶ Collaborating with customers on packaging for AI edge devices Automotive and Industrial ▶ Revenue up 5% sequentially ▶ Continued growth in Advanced packaging for ADAS applications ▶ Improvement in Mainstream demand Consumer ▶ Revenue up 5% sequentially ▶ Q4 revenue decline due to product life cycle
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7© 2025 Amkor Technology, Inc. Executing Our Long-Term Strategy Strengthening Technology Leadership Investing in Resilient Manufacturing Footprint Partnering with Lead Customers in Growth Markets Groundbreaking on new Advanced packaging and test campus in Arizona ▶ Enables a full end-to-end U.S. semiconductor supply chain ▶ Expands our extensive global footprint across Asia, Europe, and now the U.S. ▶ Strengthens customer partnerships for alignment on technology roadmaps
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8© 2025 Amkor Technology, Inc. Financial Results and Outlook Megan Faust l Executive Vice President and Chief Financial Officer
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9© 2025 Amkor Technology, Inc. $272 $182 $284 Q324 Q225 Q325 Q3 2025 Financial Results $1.86 $1.51 $1.99 Q324 Q225 Q325 ($ in billions) Revenue $149 $92 $159 Q324 Q225 Q325 6.1% 8.0% 8.0% ($ in millions) Operating Income and Margin % Gross Profit and Margin % ($ in millions) $0.49 $0.22 $0.51 Q324 Q225 Q325 Earnings Per Share 12.0% (1) (1) See corresponding endnotes on slide 18. 14.6% 14.3%
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10© 2025 Amkor Technology, Inc. Q3 2025 Financial Strength EBITDA* of $340 million and EBITDA margin* of 17.1% Liquidity(2) of $3.2 billion Total Debt of $1.8 billion and debt to EBITDA(1)* of 1.7x Cash & Short-Term Investments of $2.1 billion See corresponding endnotes on slide 18. *See discussion of non-GAAP measures on slide 17 and the reconciliation to the most directly comparable GAAP measure on slide 16. Debt to EBITDA on this slide represents Debt to TTM EBITDA.
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11© 2025 Amkor Technology, Inc. Q4 2025 Guidance As of October 27, 2025(3) $1.775B-$1.875B Net Sales 14.0%-15.0% Gross Margin* $95M-$120M Net Income $0.38-$0.48 Diluted EPS $950M 2025 CapEx *Guidance includes an expected benefit of approximately $30 million to gross margin from the sale of assets. See corresponding endnotes on slide 18.
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12© 2025 Amkor Technology, Inc. &
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13© 2025 Amkor Technology, Inc. ▶ Delivered strong Q3 with record revenue in Communications and Computing ▶ Q4 revenue expected to increase 12% YoY ▶ Focusing on enhancing operational efficiency ▶ Investor Day planned for 2026 Advancing Our Strategic Initiatives $1.775B-$1.875B Q4 2025 Revenue Guidance(3) Key Messages See corresponding endnotes on slide 18.
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14© 2025 Amkor Technology, Inc. amkor.com l ENABLING the FUTURE
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15© 2025 Amkor Technology, Inc. Appendix
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16© 2025 Amkor Technology, Inc. Financial Reconciliation Tables ($ in millions) Q325 Net Income $127 Plus: Interest Expense 21 Plus: Income Tax Expense 28 Plus: Depreciation & Amortization 164 EBITDA* $340 Revenue $1,987 Net Income Margin 6.4% EBITDA Margin* 17.1% Total Debt $1,812 TTM Net Income $309 Debt/Net Income Ratio 5.9 TTM EBITDA* $1,096 Debt/EBITDA Ratio* 1.7 *See discussion of Non-GAAP measures on slide 17. (1) See corresponding endnotes on slide 18. (1)
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17© 2025 Amkor Technology, Inc. Non-GAAP Measures Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial position or cash flows that either excludes or includes amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accordance with U.S. GAAP. In this presentation we refer to EBITDA, EBITDA Margin, and Debt to EBITDA, which are not defined by U.S. GAAP. We define EBITDA as net income before interest expense, income tax expense and depreciation and amortization. EBITDA Margin is calculated by dividing EBITDA by Revenue for the period. Debt to EBITDA is calculated by dividing Total Debt by EBITDA for the trailing 12 months. We believe EBITDA, EBITDA Margin, and Debt to EBITDA to be relevant and useful information to our investors because they provide additional information in assessing our financial operating results. Our management uses EBITDA, EBITDA Margin, and Debt to EBITDA in evaluating our operating performance, and our ability to service debt, fund capital expenditures and pay dividends. However, EBITDA, EBITDA Margin, and Debt to EBITDA have certain limitations in that they do not reflect the impact of certain expenses on our consolidated statements of income, including interest expense, which is a necessary element of our costs because we have borrowed money in order to finance our operations, income tax expense, which is a necessary element of our costs because taxes are imposed by law, and depreciation and amortization, which is a necessary element of our costs because we use capital assets to generate income. EBITDA, EBITDA Margin, and Debt to EBITDA should be considered in addition to, and not as a substitute for, or superior to, operating income, net income, net income margin, debt to net income or other measures of financial performance prepared in accordance with U.S. GAAP. Furthermore, our definition of EBITDA may not be comparable to similarly titled measures reported by other companies. Please see slide 16 for the reconciliation to the most directly comparable U.S. GAAP measures.
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18© 2025 Amkor Technology, Inc. Endnotes 1) Q2 2025 results include a $32 million net benefit to operating income and EBITDA due to a contingency payment related to our acquisition of Nanium in May 2017. Net income and earnings per diluted share also include a $16 million and $0.07 benefit, respectively. 2) Liquidity is defined as the sum of cash and cash equivalents, short-term investments and availability under our debt arrangements. 3) This financial guidance is from our October 27, 2025 earnings release and is reproduced here for convenience of reference only. This reference is not intended, and should not be relied upon, as a reaffirmation or other commentary with respect to such financial guidance. Please see slide 3.