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: Joseph Moore - Morgan Stanley - Analyst
: Great, thank you. I wonder if you could talk to -- I'll just ask both of my questions at once. The gross margin in the September quarter,
I guess there's a little less fall-through than I might have thought, given the strong revenue.
And you mentioned the mix shift (inaudible) can you just give us a little bit more color on the short-term gross margin. And then
long term, you mentioned some consolidation with more legacy facilities. Can you talk about where gross margins can get to as you
kind of resolve some of those issues? Thank you.
Question: Jim Schneider - Goldman Sachs - Analyst
: Yes, good afternoon. Thanks for taking my question. I was wondering if you could maybe comment on sort of the ramp that you
expect for your 2.5D program, say, in terms of -- when volume terms this year? And then if you look a little bit further out, what kind
of capacity are you directionally preparing for next year? Thank you.
Question: Peter Peng - JPMorgan Chase & Co - Analyst
: Hi, thanks for taking my question. It seems like the quarter went really well. For the third quarter, you're guiding above seasonality.
Wondering if you're seeing -- or any of your customers talking about any pull-in of demand or anything of that or is it business as
usual? Maybe if you can provide some comment on that.
Question: Peter Peng - JPMorgan Chase & Co - Analyst
: Perfect. Thank you. And then I have a follow-up on just your overall computing. It sounds like things are getting better. You mentioned
about the easing of some of the regulations at your marquee customer, and then you're also ramping your second 2.5D networking
customer.
So how should we think about revenue growth this year relative to 2024? Is this -- do you view this as a growth segment? Or is this
kind of a muted growth profile?
Question: Randy Abrams - UBS - Analyst
: Yes, hi, thank you. Yeah, I wanted to ask a follow-up question just on the communications view. I think in your prepared remarks,
you talked about evaluating content gains, say, for the on-device AI to communications. Could you talk about that technology trend
you're seeing there?
And I think you mentioned potential on fan-out for that application. Also, there's a discussion about multichip module. So if you
could go to on some of the midterm content opportunities from that.
Question: Randy Abrams - UBS - Analyst
: Okay, yeah, and my second question actually two, separate financial questions. One on the material costs, just curious to what you're
seeing in terms of cost, from some rising material, prices, and there's even a bit of talk about the high-end, things like (inaudible) If
there's any constraint you're nervous about on high-end, substrates, that's one part.
And the second one, it's more tied to the investment if we could be heading into a little bit bigger CapEx cycle, just I think you've
noted advanced capacity type and trying to go after RDL plus, to start construction of the Arizona factory.
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JULY 28, 2025 / 9:00PM, AMKR.OQ - Q2 2025 Amkor Technology Inc Earnings Call
Question: Thomas Diffely - D.A. Davidson & Co - Analyst
: Yes, good afternoon. Thanks for taking the questions. Just curious if your view -- your long-term view of the auto industrial market
has changed, with keeping track of the potential closures you're talking about in Japan?
Question: Thomas Diffely - D.A. Davidson & Co - Analyst
: So do you comment on the softer mainstream side, also includes power?
Question: Ross Cole - Needham & Company LLC - Analyst
: Thank you for taking my question. I was wondering since the US has lifted the restrictions on (inaudible) have you gotten any signal
from NVIDIA to resume production there?
Question: Ross Cole - Needham & Company LLC - Analyst
: Great, thank you. And then my second question, have you received any additional clarity on TSMC's Arizona plan for advanced
packaging? And do you expect Amkor to play a role in completing the TSMC supply chain in Arizona?
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JULY 28, 2025 / 9:00PM, AMKR.OQ - Q2 2025 Amkor Technology Inc Earnings Call
Question: Steve Barger - KeyBanc Capital Markets Inc - Analyst
: Thanks. I just wanted to go back to the auto and industrial. And listening to some of the analog companies that have reported, it's
kind of a mixed bag on whether inflation is here or when that could happen. So can you just talk about how your customer
conversations changed for the back half? And is anyone talking differently about capacity requirements in a way that seems much
more promising than it has been?
Question: Steve Barger - KeyBanc Capital Markets Inc - Analyst
: And thanks for that. Yeah, great detail. And then on the tester fleet investments, how long will that take to accomplish the upgrades
that you need? And are those upgrades to existing units for those increased requirements? Or is that investment really for new
equipment?
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JULY 28, 2025 / 9:00PM, AMKR.OQ - Q2 2025 Amkor Technology Inc Earnings Call
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