The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Sunny Lin - UBS - Analyst
: Yes. So maybe if I could follow up on 2025. So if you look at the major applications, what are kind of the dynamics and setups are you expecting?
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DECEMBER 03, 2024 / 4:35PM, AMKR.OQ - Amkor Technology Inc at UBS Global Technology and AI Conference
Question: Sunny Lin - UBS - Analyst
: So maybe just one other question on tariffs. I know maybe it's still a bit early, but how do you start to see supply chain acting differently in terms
of some preview or even like looking into production shift?
Question: Sunny Lin - UBS - Analyst
: Yeah. So if we look into the coming few years, there is more discussions on the package sites becoming even larger. And so maybe it would be
great if you could walk us through on your technology migration for fan-out and also the silicon bridge solution.
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DECEMBER 03, 2024 / 4:35PM, AMKR.OQ - Amkor Technology Inc at UBS Global Technology and AI Conference
Question: Sunny Lin - UBS - Analyst
: Sounds good. Also, I mean, addressable market is growing pretty rapidly, competition could also be picking up. And if you look at your key
competitor, ASE in Taiwan, we have been very aggressively raising keypads for a few times through 2024. And since recently, they also made some
breakthrough in CoWoS-L with a key customer. So just on your -- what are some of your key advantages here? And how do you think about the
competitive landscape into 2025?
Question: Sunny Lin - UBS - Analyst
: Sure. Maybe switching gears to regionalization, which is also an important topic for the industry nowadays. And so maybe starting from here in
Arizona. And so with the recent MOU announcement with TSMC, what are the type of collaborations that we should be expecting?
What are the degree of the technology collaborations that's involved in this MOU? And maybe a more derivative question, with this kind of
technology collaboration, would you be able to provide this kind of service to the other customers going forward?
Question: Sunny Lin - UBS - Analyst
: Got it. Also, you mentioned the revenue contribution start to come through maybe from late 2027. And so maybe from 2028, what type of the
revenue contribution should we expect from this expansion?
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DECEMBER 03, 2024 / 4:35PM, AMKR.OQ - Amkor Technology Inc at UBS Global Technology and AI Conference
Question: Sunny Lin - UBS - Analyst
: Got it. And so you do have other projects, one in Vietnam. And so how is that fab important for your SiP expansion? How does that differentiate
from the other fabs that you currently have for SiP?
Question: Sunny Lin - UBS - Analyst
: Got it. Maybe one last question on regionalization. For Portugal, you have -- also earlier, Kevin, you touched on fan-out for that fab. And so what's
your current strategy for further expansion for that fab? And should we also expect that fab to be able to support other packaging solutions to
address the demand coming from Europe?
Question: Sunny Lin - UBS - Analyst
: Yeah. We have one last minute. And so if I could squeeze in one last question on demand profile, especially within smartphones. Also, not just
looking at the current quarter, but looking out for the coming three, four quarters, how would you characterize the dynamics within iOS versus
Android?
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