Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

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Amkor Technology (NASDAQ:AMKR) outlined a multi-year maturation strategy centered connected precocious semiconductor packaging, saying the exertion has moved from a back-end manufacturing measurement to a captious portion of strategy performance, integration and supply-chain design.

During the institution presentation, executives said Amkor expects rising request for high-performance computing, artificial intelligence, automotive electronics and regionalized semiconductor proviso chains to reshape its gross premix and amended its net illustration implicit time.

Advanced Packaging Moves to the Critical Path

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Farshad Haghighi, Amkor’s main income officer, said lawsuit engagement is changing due to the fact that packaging decisions present impact performance, manufacturability, yield, reliability and clip to market.

“Packaging is nary longer a downstream manufacturing decision. It is strategy defining,” Haghighi said. He added that customers are bringing Amkor earlier into architecture and plan discussions arsenic they follow chiplets, high-bandwidth memory, precocious powerfulness transportation and thermal management.

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Haghighi said the displacement is moving lawsuit relationships from transactional programs to multi-year partnerships. Earlier engagement, helium said, gives Amkor amended visibility into lawsuit roadmaps, timing and scale, which supports much disciplined capableness planning, smoother ramps and amended utilization done cycles.

The institution highlighted 4 large extremity markets:

• Computing and AI: Amkor said this is its fastest-growing market, driven by heterogeneous integration, chiplets, 2.5D packaging, high-density interconnects, co-packaged optics and proximity to high-bandwidth memory.

• Automotive: Amkor said electrification, software-defined vehicles, ADAS, centralized computing and powerfulness modules necessitate agelong merchandise cycles, stringent qualifications and precocious reliability.

• Communications: Haghighi said Amkor supports galore functions successful premium smartphones and expects semiconductor worth per premium-tier smartphone to emergence from $225 contiguous toward $400 implicit the adjacent fewer years.

• IoT and user devices: The institution said wearables, hearables, astute location and wellness devices necessitate compact system-in-package solutions and aboriginal collaboration astir integration and powerfulness efficiency.