Slides
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© 2026 Amkor Technology, Inc. October 2026 Q3 2026 Financial Results
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2© 2026 Amkor Technology, Inc. Presenter Introductions Jennifer Jue Vice President, Investor Relations Megan Faust Executive Vice President and Chief Financial Officer Kevin Engel President and Chief Executive Officer
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3© 2026 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, 2025 (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© 2026 Amkor Technology, Inc. Business Highlights and Strategic Pillars Kevin Engel | President and Chief Executive Officer
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5© 2026 Amkor Technology, Inc. Q3 2026 Highlights $1.99B revenue Record revenue in Computing and Automotive & Industrial end markets Gross margin and operating margin expansion
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6© 2026 Amkor Technology, Inc. Executing Our Long-Term Strategy Elevate Technology Leadership Expand Geographic Footprint Enhance Strategic Partnerships in Key Markets ▶ Arizona Phase 2 expected to break ground in late 2027 ▶ Multiple facility expansions underway in Korea ▶ Vietnam expansion progressing as planned ▶ Customers engaging earlier on technology roadmaps ▶ Long-term capacity commitments improving visibility into future demand ▶ Advanced payments tied to capacity requirements support investment in Arizona and Asia ▶ Strong customer engagement across advanced packaging platforms ▶ Scaling flagship HDFO CPU program ▶ Additional HDFO CPU and two 2.5D programs ramping in Q4
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7© 2026 Amkor Technology, Inc. Financial Results and Outlook Megan Faust | Executive Vice President and Chief Financial Officer
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8© 2026 Amkor Technology, Inc. End Market Dynamics Computing ▶ Q3 revenue up 25% sequentially ▶ Record quarterly revenue ▶ Continued to scale HDFO CPU program Communications ▶ Q3 revenue down 8% sequentially ▶ Strategic SiP migration to Vietnam ▶ Constrained materials and build pattern changes Automotive and Industrial ▶ Q3 revenue up 7% sequentially ▶ Record quarterly revenue ▶ Strong ADAS and Industrial product demand Consumer ▶ Q3 revenue up 10% sequentially ▶ Growth in IoT and home electronic products ▶ Constrained materials
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9© 2026 Amkor Technology, Inc. $284 $319 $364 Q325 Q226 Q326 Q3 2026 Financial Results $1.99 $1.90 $1.99 Q325 Q226 Q326 ($ in billions) Revenue $159 $200 $225 Q325 Q226 Q326 ($ in millions) Operating Income and Margin % Gross Profit and Margin % ($ in millions) $0.51 $0.70 $0.76 Q325 Q226 Q326 Earnings Per Share 10.5% 16.8% 14.3% 8.0% 18.3% 11.3%
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10© 2026 Amkor Technology, Inc. Q3 2026 Balance Sheet Strength Liquidity(1) of $3.4 billion Total Debt of $2.5 billion and Debt to EBITDA* of 1.7x Cash & Short-Term Investments of $2.4 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© 2026 Amkor Technology, Inc. Q4 2026 Guidance As of October 26, 2026(2) $1.9B-$2.0B Net Sales 18.0%-19.0% Gross Margin $160M-$185M Net Income $0.65-$0.75 Diluted EPS ~$2.5B 2026 CapEx See corresponding endnotes on slide 18.
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12© 2026 Amkor Technology, Inc. &
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13© 2026 Amkor Technology, Inc. Improving Earnings Power Record revenue in Computing and Automotive & Industrial and margin expansion Longer-term customer commitments provide greater visibility as we accelerate global capacity expansion Advanced packaging driving significant growth opportunities
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amkor.com l Advancing What’s Next
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15© 2026 Amkor Technology, Inc. Appendix
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16© 2026 Amkor Technology, Inc. Financial Reconciliation Tables ($ in millions) Q326 Net Income $191 Plus: Interest Expense 18 Plus: Income Tax Expense 39 Plus: Depreciation & Amortization 187 EBITDA* $435 Revenue $1,991 Net Income Margin 9.6% EBITDA Margin* 21.8% Total Debt $2,467 TTM Net Income $622 Debt/Net Income Ratio 4.0 TTM EBITDA* $1,487 Debt/EBITDA Ratio* 1.7 *See discussion of Non-GAAP measures on slide 17.
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17© 2026 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© 2026 Amkor Technology, Inc. Endnotes 1) Liquidity is defined as the sum of cash and cash equivalents, short-term investments and availability under our debt arrangements. 2) This financial guidance is from our October 26, 2026 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.
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amkor.com l Advancing What’s Next