The company extended its lead in logic, DRAM, and advanced packaging technologies while competitors struggled to keep pace with rapidly evolving manufacturing requirements. CEO Gary Dickerson has consistently emphasized the company's focus on "the highest value technology inflections in the fastest growing areas of the market." That strategy delivered six consecutive years of growth through fiscal 2025, culminating in record annual revenue of $28.37 billion (up 4% year over year) and non-GAAP EPS of $9.42 (up 9%).
Amkor's advanced packaging segment was a big plus this quarter, setting a new revenue record at $1.68 billion. The company achieved a 31% sequential revenue increase from Q2, a steep production ramp that underscores persistent demand from major customers in communications and computing end markets. Both segments posted record revenue this quarter, signaling broad-based strength rather than concentration in a single area.