
Amkor 2Q25
- Beat and raise quarter. 2Q revenue of $1.51B was well above $1.43B guidance; All end markets up DD% q/q;- Comms and computing accelerate; Auto & industrial turned the corner and consumer will decelerate in 3Q- strong 3Q forecast of 27% q/q growth, driven by seasonal Apple launches and and AI/HPC computing momentum- Uncertain 4Q on Apple volumesSource: Sravan Kundojjala
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