AMKOR Technology, Inc. (AMKR): Canvas du modèle d'entreprise [Jan-2025 Mise à jour]

Dans le monde complexe de la technologie des semi-conducteurs, Amkor Technology, Inc. (AMKR) émerge comme un acteur pivot, transformant des composants électroniques complexes en solutions d'emballage de pointe qui alimentent notre écosystème numérique. Avec des partenariats stratégiques couvrant les géants de la technologie mondiale et une approche globale de la fabrication de semi-conducteurs, Amkor s'est positionné comme un catalyseur critique de l'innovation technologique dans tous les secteurs allant de l'électronique grand public aux appareils automobiles et médicaux. Cette plongée profonde dans leur canevas sur le modèle commercial révèle comment cette entreprise sophistiquée orchestra les services avancés d'emballage, de test et d'ingénierie qui réduisent considérablement le délai de commercialisation et fournissent des solutions de haute précision pour les défis technologiques les plus exigeants.

AMKOR Technology, Inc. (AMKR) - Modèle commercial: partenariats clés

Alliances stratégiques avec les principaux fabricants de semi-conducteurs

Amkor Technology maintient des partenariats critiques avec les principaux fabricants de semi-conducteurs:

Fabricant	Détails du partenariat	Focus de la collaboration
Intel Corporation	Partenariat d'emballage stratégique à long terme	Solutions d'emballage semi-conducteur avancées
Micro appareils avancés (AMD)	Développement avancé du substrat et des emballages	Emballage informatique haute performance
Technologies de Qualcomm	Emballage de semi-conducteur de l'appareil mobile	Solutions de smartphone et de chipset mobile

Collaboration avec les fournisseurs d'outils de conception électronique (EDA)

Les partenariats stratégiques d'EDA d'Amkor comprennent:

• Synopsys, Inc. - outils de conception avancés des emballages
• Systèmes de conception de cadence - Intégration de conception de semi-conducteurs
• Mentor Graphics (Siemens EDA) - Technologies de simulation d'emballage

Accords de développement conjoints

Partenaire technologique	Focus sur la technologie d'emballage	Engagement d'investissement
Tsmc	Technologies d'emballage 3D avancées	45 millions de dollars d'investissement conjoint au développement
Samsung Electronics	Solutions d'intégration hétérogènes	38 millions de dollars de recherche collaborative

Partenariats des institutions de recherche

• Georgia Institute of Technology - Recherche d'emballage semi-conducteur
• Université de Stanford - Technologies d'interconnexion avancées
• Institut de technologie du Massachusetts - Innovations d'emballage émergentes

Valeur des partenariats de recherche et de développement total: 183 millions de dollars en 2023

Amkor Technology, Inc. (AMKR) - Modèle d'entreprise: Activités clés

Services avancés d'emballage et d'essai semi-conducteurs

En 2024, la technologie Amkor fournit des services complets d'emballage et de test de semi-conducteurs avec les mesures clés suivantes:

Catégorie de service	Capacité annuelle	Installations mondiales
Emballage de niveau de plaquette	3,5 millions d'unités	6 sites de fabrication
Emballage de substrat avancé	2,8 millions d'unités	4 emplacements de fabrication mondiale

Conception de circuits intégrée et support d'ingénierie

Amkor offre un support d'ingénierie spécialisé avec les capacités suivantes:

• Équipe d'ingénierie de conception de plus de 1 200 professionnels
• Plus de 500 projets de conception actifs chaque année
• Support d'ingénierie dans 5 centres de conception mondiaux

Fabrication de forfaits semi-conducteurs complexes

Type de package	Volume de production annuel	Nœud technologique
Emballage de niveau de plaquette à fan-out	1,2 million d'unités	5nm et moins
Packages empilés 3D	850 000 unités	Technologies d'interconnexion avancées

Recherche et développement de technologies d'emballage de pointe

Investissement en R&D pour 2024: 285 millions de dollars, ce qui représente 8,7% du total des revenus annuels.

• 12 laboratoires de recherche dédiés
• 287 demandes de brevet actives
• Concentrez-vous sur les technologies d'emballage avancées pour l'IA, l'automobile et les marchés 5G

Gestion mondiale de la chaîne d'approvisionnement pour les composants semi-conducteurs

Métrique de la chaîne d'approvisionnement	2024 performance
Emplacements de fabrication totaux	10 sites mondiaux
Aachat de composants annuel	2,4 milliards de dollars
Efficacité de la chaîne d'approvisionnement	Taux de livraison de 97,5%

AMKOR Technology, Inc. (AMKR) - Modèle d'entreprise: Ressources clés

Installations de fabrication avancées

Amkor Technology exploite des installations de fabrication dans plusieurs pays:

Pays	Nombre d'installations	Emplacements de fabrication clés
Chine	4	Suzhou, Shanghai, Jiangyin
Philippines	3	Cavite, Laguna
Corée du Sud	2	Busan, Yongin
États-Unis	1	Arizona

Équipement d'emballage semi-conducteur spécialisé

Dépenses en capital pour l'équipement de fabrication en 2023: 634,3 millions de dollars

• Machines de collage
• Systèmes d'emballage à puce
• Équipement de fabrication de substrat avancé
• Technologies d'emballage au niveau des versions

Ingénierie hautement qualifiée et main-d'œuvre technique

Métrique de la main-d'œuvre	2023 données
Total des employés	17,600
Ingénieurs de R&D	2,350
Titulaires de diplômes avancés	35%

Portefeuille de propriété intellectuelle

Mesures de propriété intellectuelle à partir de 2023:

• Brevets totaux: 1 876
• Demandes de brevet actives: 412
• Couverture géographique: États-Unis, Chine, Corée du Sud, Taïwan

Investissement de la recherche et du développement

Détails des dépenses de R&D pour 2023:

Métrique de R&D	Montant
Dépenses totales de R&D	347,2 millions de dollars
Pourcentage de revenus	8.6%
Budget de développement de nouvelles technologies	129,5 millions de dollars

AMKOR Technology, Inc. (AMKR) - Modèle d'entreprise: propositions de valeur

Solutions d'emballage semi-conducteur de haute précision

Amkor Technology propose des solutions d'emballage avancées avec les spécifications suivantes:

Type d'emballage	Niveau de précision	Capacité annuelle
Emballage de la puce de retournement	± 2 micron Alignement	12 millions d'unités
Emballage de niveau de plaquette	± 1,5 micron tolérance	8 millions de gaufrettes
Emballage 3D	± 1 micron précis	5 millions d'unités

Réduction du délai de marché pour les produits semi-conducteurs

Mesures d'efficacité d'ingénierie d'Amkor:

• Cycle de conception à la production: 6-8 semaines
• Temps de développement des prototypes: 3-4 semaines
• Temps de redressement d'ingénierie: 48-72 heures

Technologies d'emballage avancées rentables

Mesures de réduction des coûts:

Technologie d'emballage	Réduction des coûts	Efficacité de fabrication
Emballage de niveau de plaquette à fan-out	22% de coûts de production inférieurs	40% ont augmenté le débit
Emballage de matrice intégré	18% des économies de coûts de fabrication	35% d'optimisation de l'espace

Services de fabrication de semi-conducteurs de bout en bout

Répartition de la couverture du service:

• Prise en charge de l'ingénierie de conception
• Développement de prototypes
• Fabrication
• Essai
• Assurance qualité

Solutions innovantes pour les exigences de dispositifs électroniques complexes

Métriques du portefeuille d'innovation:

Catégorie d'innovation	Investissement annuel de R&D	Demandes de brevet
Emballage avancé	287 millions de dollars	124 déposé
Technologies émergentes	156 millions de dollars	78 déposé

AMKOR Technology, Inc. (AMKR) - Modèle d'entreprise: relations avec les clients

Partenariats stratégiques à long terme avec les entreprises technologiques

Au quatrième trimestre 2023, Amkor Technology maintient des partenariats stratégiques avec des sociétés technologiques de haut niveau, notamment:

Catégorie client	Nombre de partenariats actifs	Valeur du contrat annuel
Fabricants de semi-conducteurs	17	486,3 millions de dollars
Marques d'électronique grand public	12	327,6 millions de dollars
Électronique automobile	8	214,5 millions de dollars

Support technique et consultation d'ingénierie

Amkor fournit un support technique complet avec les mesures suivantes:

• Équipes d'assistance mondiale 24/7 d'ingénierie
• Temps de réponse moyen: 2,7 heures
• Consultation technique Taille de l'équipe: 372 ingénieurs spécialisés
• Investissement annuel de soutien technique: 42,6 millions de dollars

Solutions d'emballage personnalisées pour les besoins spécifiques des clients

Type de solution d'emballage	Nombre de conceptions personnalisées	Temps de développement moyen
Emballage avancé des semi-conducteurs	64 designs uniques	5,3 mois
Emballage électronique automobile	22 designs uniques	7,2 mois

Innovation continue et développement technologique

Mesures d'innovation pour 2023:

• Investissement en R&D: 328,4 millions de dollars
• Brevets de nouvelles technologies déposés: 47
• Taux de réussite de l'innovation technologique: 76%
• Temps moyen du concept au prototype: 4,1 mois

Équipes de gestion des comptes dédiés

Segment de compte	Nombre d'équipes dédiées	Taux de rétention de la clientèle moyen
Grandes clients d'entreprise	18 équipes	92.3%
Clients du marché intermédiaire	26 équipes	87.6%
Partenaires technologiques stratégiques	12 équipes	95.1%

Amkor Technology, Inc. (AMKR) - Modèle d'entreprise: canaux

Équipe de vente directe ciblant les fabricants de semi-conducteurs

Amkor Technology maintient une équipe de vente directe dédiée axée sur les fabricants de semi-conducteurs. Au quatrième trimestre 2023, la société a signalé 75 représentants des ventes directes dans le monde.

Région de vente	Nombre de représentants	Marchés cibles
Amérique du Nord	22	Fabricants de semi-conducteurs avancés
Asie-Pacifique	38	Production de semi-conducteurs à volume élevé
Europe	15	Conception de semi-conducteurs spécialisés

Conférences de l'industrie et expositions technologiques

La technologie Amkor participe activement à des événements clés de l'industrie pour présenter les capacités technologiques.

• 2023 Conférence internationale de technologie de fabrication électronique (IEMT)
• Semicon West 2023
• Conférence de la technologie internationale de l'IEEE Interconnect

Documentation technique en ligne et ressources

L'entreprise fournit des ressources numériques complètes pour l'engagement technique:

Ressource numérique	Visiteurs mensuels du site Web	Type de contenu
Portail de documentation technique	48,500	Spécifications d'emballage détaillées
Centre de ressources d'ingénierie	32,700	Libères blancs techniques

Représentants stratégiques du développement des affaires

Amkor emploie des professionnels spécialisés du développement commercial ciblant les partenariats stratégiques des semi-conducteurs.

• Équipe totale de développement commercial: 18 professionnels
• Concentrez-vous sur les segments de technologie émergents
• Responsable de l'établissement de partenariats de fabrication à long terme

Plateformes de communication numérique pour l'engagement technique

Les plateformes numériques permettent une collaboration technique avec les fabricants mondiaux de semi-conducteurs.

Plate-forme	Base d'utilisateurs	Fonction primaire
Portail de collaboration technique	1 200 contacts d'ingénierie enregistrés	Collaboration de conception en temps réel
Système de gestion des demandes numériques	850 utilisateurs de l'entreprise actifs	Soumissions de spécifications techniques

AMKOR Technology, Inc. (AMKR) - Modèle d'entreprise: segments de clientèle

Fabricants de semi-conducteurs

En 2023, la technologie Amkor dessert les principaux fabricants de semi-conducteurs avec les statistiques clés suivantes:

Top clients de semi-conducteurs	Pourcentage de revenus
Qualcomm	18.7%
Pomme	15.3%
Médiatiser	12.5%

Sociétés d'électronique grand public

Le segment de clientèle de consommation électronique d'Amkor comprend:

• Samsung Electronics
• Sony
• LG Electronics

2023 Contribution des revenus du marché de l'électronique grand public: 2,4 milliards de dollars

Producteurs d'électronique automobile

Détails du segment de la clientèle de l'électronique automobile:

Clients automobiles	Contribution annuelle des revenus
Bosch	456 millions de dollars
AG continental	389 millions de dollars
Denso	312 millions de dollars

Fabricants d'équipements de télécommunications

Clients clés de télécommunications:

• Systèmes Cisco
• Huawei
• Nokia

2023 Revenus de segment des télécommunications: 1,7 milliard de dollars

Fabricants de dispositifs industriels et médicaux

Répartition des clients des dispositifs industriels et médicaux:

Type de client	Revenus annuels	Part de marché
Dispositifs médicaux	612 millions de dollars	7.2%
Électronique industrielle	524 millions de dollars	6.1%

Amkor Technology, Inc. (AMKR) - Modèle d'entreprise: Structure des coûts

Dépenses en capital importantes pour les installations de fabrication avancées

Depuis 2023 l'exercice, Amkor Technology a déclaré des dépenses en capital totales de 824,4 millions de dollars. La société a investi dans des installations de fabrication avancées dans plusieurs emplacements mondiaux, notamment:

Emplacement	Investissement en capital
Philippines	312,5 millions de dollars
Chine	226,7 millions de dollars
Corée	185,2 millions de dollars

Investissements de recherche et développement

Amkor Technology alloué 299,1 millions de dollars aux frais de recherche et de développement en 2023, représentant 6,2% du total des revenus.

• Technologies d'emballage avancées
• Solutions d'intégration de semi-conducteurs
• Technologies d'interconnexion de nouvelle génération

Équipement d'emballage semi-conducteur spécialisé à coût élevé

Répartition des investissements de l'équipement pour 2023:

Catégorie d'équipement	Montant d'investissement
Machines de collage	87,6 millions de dollars
Équipement de transformation des plaquettes	65,3 millions de dollars
Systèmes d'emballage avancés	112,4 millions de dollars

Frais de travail de la main-d'œuvre et des talents mondiaux

Total des dépenses liées à la main-d'œuvre en 2023: 1,2 milliard de dollars

• Total des employés: 22 400
• Compensation moyenne des employés: 53 571 $
• Budget de formation et de développement: 18,7 millions de dollars

Coûts de gestion de la chaîne d'approvisionnement et de la logistique

Dépenses opérationnelles de la chaîne d'approvisionnement pour 2023:

Catégorie de coûts	Montant
Logistique et transport	142,6 millions de dollars
Gestion des stocks	76,3 millions de dollars
Gestion des relations avec les fournisseurs	45,2 millions de dollars

AMKOR Technology, Inc. (AMKR) - Modèle d'entreprise: Strots de revenus

Frais de service d'emballage semi-conducteur

Pour l'exercice 2023, Amkor Technology a déclaré un chiffre d'affaires net total de 6,42 milliards de dollars. Les frais de service d'emballage semi-conducteur constituaient la principale source de revenus, avec une rupture clé comme suit:

Segment de produit	Revenus ($ m)	Pourcentage
Services d'emballage - mobile	2,583	40.2%
Services d'emballage - Technologie	1,947	30.3%
Services d'emballage - avancé	1,890	29.5%

Test avancé et frais de support d'ingénierie

Les services de test avancés ont généré environ 412 millions de dollars de revenus au cours de 2023, ce qui représente 6,4% du total des revenus de l'entreprise.

Revenus de licence de propriété intellectuelle

Les licences de propriété intellectuelle ont généré environ 35,7 millions de dollars de revenus annuels pour 2023.

Contrats de fabrication basés sur le volume

Les contrats de fabrication basés sur le volume ont contribué 1,24 milliard de dollars à la source de revenus d'Amkor en 2023, avec les principaux détails du contrat:

• Contrats de fabrication de semi-conducteurs avec les 5 meilleures sociétés technologiques
• Valeur du contrat moyen: 247 millions de dollars
• Durée du contrat: 2-3 ans

Services de développement et de personnalisation technologiques

Les services de développement de la technologie ont généré 156 millions de dollars de revenus pour 2023, avec des pannes de services spécifiques:

Type de service	Revenus ($ m)
Conception de semi-conducteurs personnalisés	87
Solutions d'emballage avancées	69

Amkor Technology, Inc. (AMKR) - Canvas Business Model: Value Propositions

You're looking at Amkor Technology, Inc. (AMKR) and trying to see what tangible value they are delivering to customers right now, especially given the massive investment cycle they are in. Honestly, the value proposition is centered on being the indispensable partner for the most complex semiconductor needs, which is clearly reflected in their latest numbers.

Enabling next-generation devices through leadership in advanced packaging for AI/HPC.

This is where the action is, and the financials back it up. Amkor Technology, Inc. delivered record revenue in Advanced packaging during the third quarter of 2025, with that segment dwarfing the mainstream business. For Q3 2025, the company booked net sales of $1.99 billion, which was a strong 31% sequential increase. The Advanced Products segment alone brought in $1.68 billion in Q3 2025. This is directly tied to secular trends; the Computing end market revenue, which includes AI and High-Performance Computing (HPC) demand using technologies like High Density Fan-Out (HDFO), was up 12% sequentially in that same quarter. To support this leadership, Amkor Technology, Inc. increased its full-year 2025 capital expenditure forecast to approximately $950 million.

Offering a resilient, geographically diverse supply chain (Asia, Europe, US).

You need supply chain assurance, and Amkor Technology, Inc. is actively building that out. Their operational base includes production facilities, R&D centers, and sales offices strategically located across Asia, Europe, and the United States. A major part of this resilience strategy is the groundbreaking of their new Advanced packaging and test campus in Arizona during Q3 2025. This U.S. expansion is a massive commitment, part of a larger project estimated at $7 billion. This diversification helps them manage geopolitical risks and meet regional demands.

Providing full turnkey manufacturing, simplifying the customer's supply chain.

Amkor Technology, Inc. offers a comprehensive service that goes beyond just assembly or test. They provide full turnkey manufacturing services, covering everything from packaging development through final device testing. This end-to-end capability is a major simplification for customers who would otherwise have to manage multiple vendors for the back-end process. The company serves key markets including communication, computing, automotive, and industrial sectors.

Expertise as the world's largest automotive OSAT provider.

When it comes to the automotive sector, Amkor Technology, Inc. claims the top spot. They are recognized as the world's largest automotive OSAT (Outsourced Semiconductor Assembly and Test) provider. This expertise is translating into growth in advanced applications; the Automotive and Industrial segment revenue rose 5% sequentially in Q3 2025, driven by advanced packaging for ADAS (Advanced Driver-Assistance Systems) applications.

Accelerated product cycle times via co-location with foundry partners like TSMC.

Speed to market is critical, and Amkor Technology, Inc. is demonstrating an ability to scale quickly. They executed what they called 'steep production ramps' in Q3 2025 to meet the latest iOS product ramp, which drove a 67% sequential revenue increase in the Communications segment. The strategic co-location, such as the new Arizona facility being near TSMC's leading-edge wafer fabs, is specifically designed to reduce lead times and enhance early product development collaboration.

Here is a snapshot of the key financial and operational metrics supporting these value propositions as of the latest reported quarter:

Value Proposition Metric	Financial/Statistical Data (Latest Available - Q3 2025)	Context/Driver
Total Net Sales	$1.99 billion	31% sequential increase; record revenue in Advanced packaging
Advanced Products Revenue	$1.68 billion	Dwarfing Mainstream Products; reflects focus on high-value packaging
Communications Revenue Growth (Sequential)	67%	Driven by the latest iOS ecosystem ramp
EBITDA Margin	17.1%	Reflects operational leverage from higher volume
Automotive & Industrial Revenue Growth (Sequential)	5%	Driven by Advanced packaging for ADAS applications
Full Year 2025 Capital Expenditures Forecast	Approximately $950 million	Investment supporting advanced packaging capacity expansion
U.S. Manufacturing Investment (Arizona Project)	Estimated at $7 billion total	Anchoring domestic advanced packaging ecosystem

The company's liquidity position supports these value drivers, with total cash and short-term investments at $2.1 billion as of September 30, 2025. Finance: draft 13-week cash view by Friday.

Amkor Technology, Inc. (AMKR) - Canvas Business Model: Customer Relationships

Amkor Technology, Inc. structures customer relationships to align with the complexity and strategic importance of the semiconductor products being developed. The company emphasizes deep technical integration to support evolving technology roadmaps.

Dedicated engineering teams work closely on customer technology roadmaps, which is critical for next-generation products. Amkor Technology, Inc. electrical engineers use simulation tools to reduce design cycle times and provide expert advice. This includes offering Design for Performance (DFP), Design for Cost (DFC), and Design for Manufacturing (DFM) services. This close interaction is necessary to meet signal integrity (SI) and power integrity (PI) performance specifications for advanced packages. Amkor Technology, Inc. is actively working with customers worldwide to develop, qualify, and verify packaging solutions early in the new product development process. This collaborative approach is necessary to balance the rapid innovation occurring in front-end wafer fabrication processes.

Strategic, long-term relationships are evident in key partnerships and market segment performance. Amkor Technology, Inc. announced expanded partnerships with TSMC and Infineon in early 2025 to support Advanced Packaging and power module initiatives, respectively. The success of these deep ties is reflected in the Q3 2025 financial results. The Communications end market saw revenue surge 67% sequentially, driven by the iOS ecosystem. The Computing end market also achieved record revenue, increasing 12% sequentially, fueled by demand for AI and HPC solutions like High-Density Fan-Out (HDFO) ramps. The total company revenue for Q3 2025 reached $1.99 billion.

The relationship model differentiates based on product type, suggesting a high-touch, consultative sales model for advanced projects. The focus on Advanced Packaging-which drove record revenue in Q3 2025-requires this level of engineering partnership. The company is investing heavily, with a full-year 2025 Capital Expenditure (CapEx) forecast of approximately $950 million, much of which supports these leading-edge customer needs. The Operating Income Margin for Q3 2025 was 8.0%, indicating strong execution on these complex, high-value projects.

For high-volume mainstream products, the relationship relies on efficient, standardized service delivery across a broad geographic footprint. Amkor Technology, Inc. serves integrated device manufacturers, fabless semiconductor companies, original equipment manufacturers, and contract foundries globally. The company is the world's largest automotive OSAT, serving that market segment which saw revenue increase 5% sequentially in Q3 2025. This scale allows for efficient service delivery, even as the company expands its manufacturing footprint, including breaking ground on a new Advanced packaging and test campus in Arizona in October 2025.

Here's a quick look at the recent performance by key end markets, which shows the success of the differentiated relationship approach:

End Market Segment	Q3 2025 Sequential Revenue Change	Key Technology Driver
Communications	67% Increase	iOS ecosystem, AI edge devices packaging
Computing	12% Increase	AI, HPC, HDFO ramp
Automotive and Industrial	5% Increase	ADAS applications
Consumer	5% Increase	Broad-based demand

The company manages customer interactions through dedicated account managers at both corporate and divisional levels to ensure responsiveness. The overall strategy is about partnering with lead customers in growth markets to align on technology roadmaps.

• Amkor Technology, Inc. is the #1 Automotive OSAT.
• Advanced Packaging accounted for 77% of revenue in 2023 (a historical benchmark for advanced focus).
• Total cash and short-term investments stood at $2.1 billion as of September 30, 2025.
• The company paid a quarterly dividend of $0.08269 per share on September 23, 2025.

If onboarding for a new advanced package takes longer than expected, the risk to the projected 2025 full-year revenue of approximately $6.60 billion rises. Finance: confirm the Q4 2025 actual revenue against the guidance range of $1.775 billion to $1.875 billion by end of January 2026.

Amkor Technology, Inc. (AMKR) - Canvas Business Model: Channels

You're looking at how Amkor Technology, Inc. gets its advanced packaging and test services to the world's leading chip designers and manufacturers. The channel strategy is built on direct, high-touch relationships, supported by a significant global footprint and a major new domestic hub.

Direct sales force managing relationships with global semiconductor companies.

The effectiveness of the direct sales channel is clear when you look at customer concentration. For the year ended December 31, 2024, direct sales to two major customers represented a substantial portion of the business. Specifically, direct sales to Apple accounted for 30.8% of net sales, and direct sales to Qualcomm accounted for 10.2% of net sales for that same period. This concentration shows the critical nature of managing these key relationships directly. The company's trailing 12-month revenue as of September 30, 2025, was $6.449B, making these direct customer relationships central to the top line.

Key Direct Customer (FY 2024)	Percentage of Net Sales (FY 2024)
Apple	30.8%
Qualcomm	10.2%

Global network of sales and support offices in key electronics regions.

Amkor Technology maintains a broad operational base to support its global customer base. As of September 2025, Amkor Technology has approximately 10K employees spread across 6 continents. This global presence includes production facilities, product development centers, and sales and support offices located in key electronics manufacturing regions across Asia, Europe, and the USA. The company's headquarters remains in Tempe, Arizona. This network is essential for providing localized technical support and managing the logistics of high-volume semiconductor packaging and test services.

• Global employee count as of September 2025: approximately 10K.
• Operational presence across 6 continents.
• Sales and support offices in key regions in Asia, Europe, and the USA.

Direct shipment services (drop shipment) to end-device manufacturers.

While specific revenue figures for direct shipment volume are not broken out separately from overall net sales, the model relies on direct delivery to the customer's specified location, which includes end-device manufacturers. The company's Q3 2025 net sales reached $1.99 billion, reflecting the scale of product movement through all channels. The full-year 2025 capital expenditures guidance was increased to approximately $950 million, which supports the infrastructure needed for efficient global fulfillment, including any drop shipment logistics.

New Arizona campus serving as a direct, domestic channel for US-based customers.

The new Peoria, Arizona campus is a massive investment designed to create a direct, high-volume domestic channel, especially for US-based customers like Apple and NVIDIA. The total planned investment for this state-of-the-art outsourced semiconductor advanced packaging and test campus has expanded to $7 billion across two phases, up from initial plans of $2 billion. Upon completion of both phases, the campus will feature over 750,000 square feet of cleanroom space and is expected to create up to 3,000 high-quality jobs. Construction of the first manufacturing facility is slated for completion in mid-2027, with volume production beginning in early 2028. This facility is intended to be the first U.S.-based high-volume advanced packaging facility.

• Total Arizona campus investment: $7 billion.
• Cleanroom space upon completion: over 750,000 square feet.
• Projected job creation: up to 3,000.
• Production start target: early 2028.

Amkor Technology, Inc. (AMKR) - Canvas Business Model: Customer Segments

You're looking at Amkor Technology, Inc.'s customer base as of late 2025, and honestly, it's a story of high-end technology driving revenue concentration. The customer segments are clearly defined by the end-use application, which dictates the complexity and, therefore, the margin profile of the packaging services required.

The business relies heavily on a few large players, which is typical in the outsourced semiconductor assembly and test (OSAT) space when serving leading-edge logic and memory customers. Net sales from the top ten customers represented 73% of total net sales in the third quarter of 2025, showing a continued high degree of concentration.

Here is a breakdown of the key customer segments based on the Q1 2025 end-market distribution, which sets the stage before the significant Q3 surge:

Customer Segment	Q1 2025 Revenue Contribution	Key Growth Driver Mentioned in Q3 2025
Communications	40%	iOS ecosystem demand, AI edge devices
Computing	22%	AI applications, High-Performance Computing (HPC)
Automotive & Industrial	21%	Advanced Driver Assistance Systems (ADAS)
Consumer Electronics	17%	IoT wearables

The Communications segment remains the largest, driven by major smartphone and tablet OEMs, with significant demand coming from the iOS ecosystem, which fueled a massive 67% sequential revenue surge in Q3 2025. This demand is heavily reliant on advanced System-in-Package (SiP) solutions.

For Computing, the focus is squarely on AI accelerator and High-Performance Computing (HPC) companies. This segment saw a 12% sequential revenue increase in Q3 2025, powered by demand for advanced packaging like High-Density Fan-Out (HDFO) technology for AI applications.

The Automotive & Industrial segment serves chip makers involved in Electric Vehicles (EV) and ADAS. This area showed more modest, but steady, growth with revenue up 5% sequentially in Q3 2025, capitalizing on the shift to more complex driver-assistance features.

Finally, the Consumer segment includes manufacturers of wearables and other connected devices. While it was the smallest segment in Q1 2025 at 17% of sales, it still saw a 5% sequential revenue increase in Q3 2025.

You should note the following about the largest customers:

• Large, concentrated customers dominate the revenue base.
• Net sales from the top ten customers were 73% of total revenue in Q3 2025.
• The Communications segment, heavily influenced by the iOS ecosystem, saw its revenue increase 67% sequentially in Q3 2025.
• Amkor Technology, Inc. continues to reinforce its commitment to enabling its customers' technology roadmaps, including breaking ground on a new Advanced packaging and test campus in Arizona in Q3 2025.

Finance: draft 13-week cash view by Friday.

Amkor Technology, Inc. (AMKR) - Canvas Business Model: Cost Structure

You're looking at the core financial drains for Amkor Technology, Inc. as they push hard into next-generation packaging. The cost structure here is dominated by the need to stay ahead technologically, which means heavy, upfront spending.

Capital-intensive spending on new capacity and technology is a huge driver. For the full fiscal year 2025, the capital expenditure, or CapEx, forecast was increased to approximately $950 million. Honestly, that's a big jump from the earlier $850 million estimate, largely to support the expanded investment in that new Arizona campus and other geographic footprint expansions. This level of spending tests liquidity, even with $2.1 billion in cash and short-term investments as of September 30, 2025, so you see the commitment to future capacity.

The high cost of materials for advanced packaging definitely pressures gross margins. You saw the Q3 2025 gross margin hit 14.3%, but management noted that year-over-year margins were constrained due to a product mix concentrated in higher material content products. It's a trade-off: you pay more for the advanced materials needed for 2.5D and 3D packaging, but that's where the premium revenue is.

Next, consider the significant fixed costs from global factory operations and cleanroom maintenance. Amkor Technology, Inc. operates a broad geographic footprint, which translates directly into overhead. They maintain about 13 Million Square Feet (1.2M sqm) of manufacturing space globally. That space, especially the cleanrooms required for high-precision work, carries a substantial, non-negotiable fixed cost base, regardless of immediate volume utilization.

The race for leading-edge technology means Research and Development (R&D) costs for leading-edge packaging defintely remain high. For the twelve months ending September 30, 2025, the R&D expense totaled $0.173B, which was a 6.9% increase year-over-year. They are spending to develop next-generation solutions for AI and high-performance computing (HPC).

Finally, the day-to-day running costs are significant. Operating expenses were around $125 million in Q3 2025, specifically reported as $125,563 thousand. Looking ahead, the guidance for Q4 2025 suggested operating expenses were expected to be around $120 million. Here's the quick math: Q3 operating income was $159 million on $1.99 billion in sales, giving an 8.0% margin, which shows they are managing those costs well given the heavy CapEx cycle.

To map out these key cost components for you, look at this snapshot:

Cost/Expense Category	Latest Reported/Guidance Figure	Period/Context
Full Year Capital Expenditures (CapEx)	$950 million	FY 2025 Forecast (Increased)
Total Operating Expenses (OpEx)	$125.563 million	Q3 2025 Actual
Research & Development (R&D) Expenses	$173 million	Trailing Twelve Months (TTM) ending Sep 30, 2025
Manufacturing Space Footprint	13 Million Square Feet	Global Operations Base
Gross Margin	14.3%	Q3 2025 Actual

The company is actively working on optimizing its cost structure, for example, by taking steps to reduce manufacturing costs in Japan and align factory capacity to market demand. This is a necessary action to offset the margin pressure from high material content and scaling investments in advanced packaging.

Amkor Technology, Inc. (AMKR) - Canvas Business Model: Revenue Streams

You're looking at the top line for Amkor Technology, Inc. (AMKR) as of late 2025, and the revenue picture is clearly bifurcated between legacy services and high-growth, advanced packaging work. The overall expectation for the full fiscal year 2025 is set at approximately $6.60 billion in Net Sales.

The growth engine is definitely in the more complex offerings, which include High-Density Fan-Out (HDFO), 2.5D/3D integration, and System-in-Package (SiP) solutions, primarily serving the Artificial Intelligence (AI) and High-Performance Computing (HPC) markets. To give you a sense of the shift, look at the revenue split we saw in the third quarter of 2025 compared to the start of the year:

Revenue Stream Category	Q1 2025 Net Sales (Millions USD)	Q3 2025 Net Sales (Millions USD)
Service revenue from Advanced Products	$1,064	$1,684
Service revenue from Mainstream Products	$258	$303

The Mainstream Products category covers the standard packaging and test services for more mature markets, providing a necessary, though slower-growing, base load of revenue. Still, the real story is the acceleration in the high-end space. For instance, the revenue generated from the Communications segment showed an exceptional surge in the third quarter of 2025, jumping 67% sequentially. This was largely tied to the latest product ramp within that ecosystem.

We also need to account for non-operational income that can temporarily boost the bottom line. Management has signaled a specific, non-recurring item in the final quarter of the year. Here are the key data points driving the revenue stream narrative as we head into year-end:

• Estimated Net Sales for the full fiscal year 2025 are approximately $6.60 billion.
• The Communications segment saw revenue surge 67% sequentially in Q3 2025.
• Advanced Products revenue reached $1,684 million in Q3 2025, up from $1,064 million in Q1 2025.
• Mainstream Products revenue was $303 million in Q3 2025, up from $258 million in Q1 2025.
• There is an anticipated $30 million benefit to gross margin in Q4 2025, stemming from expected one-time gains from asset sales.

Finance: draft 13-week cash view by Friday.