Apple PartnershipThe company confirmed they will be in production for Apple's 2025 models, expecting increased business share from Apple.
Market PositioningAmkor is poised to benefit from the semiconductor recovery and is well-positioned to outpace industry growth driven by its differentiated advanced technology/IP portfolio, continued outsourcing demand trends, customer share gains, and geographical positioning.
Revenue PerformanceAmkor's revenue exceeded expectations due to strong performance in communications, particularly smartphones, and a recovery in the automotive and industrial sectors.