Amkor's AI and HPC Packaging Demand Grows: Can Growth Continue?

Amkor Technology reported record Q2 2026 revenues of $1.90 billion, up 26% year-over-year, driven by strong AI and data-center demand. The company is advancing advanced packaging technologies including 2.5D, HDFO, and co-packaged optics through partnerships with TSMC and NVIDIA. Amkor guided Q3 sales of $1.95-$2.05 billion with gross margins of 18.5%-19.5%, while announcing a $12 billion Phase 2 expansion of its Arizona campus. Competitors TSMC and Intel are also investing heavily in advanced packaging capabilities to capture AI/HPC growth opportunities.