Amkor Technology Inc at Nasdaq London Investor Conference Transcript

Dec 09, 2025 / 04:30PM GMT

Release Date Price: $44.61 (-0.22%)

Transcript

Joseph Moore

Morgan Stanley - Moderator

Welcome. I'm Joe Moore from Morgan Stanley. Very happy to have with us today, the CEO of Amkor, Giel Rutten. Thanks for being here today.

Giel Rutten

Amkor Technology Inc - President, Chief Executive Officer, Director

Thanks, Joe.

Questions & Answers

Joseph Moore

Morgan Stanley - Moderator

So maybe we just jump right into questions. If you could talk about your Arizona facility. In early October, you broke ground on the Arizona facility, increased the investment to $7 billion across two phases. You had comments from Howard Lutnick, Jensen Huang. This is clearly a really important project. Can you talk about why this is the right time for sort of packaging to be in America?

Giel Rutten

Amkor Technology Inc - President, Chief Executive Officer, Director

Yeah. I think this is indeed a very strategic and important project for Amkor. We see that the supply chain for semiconductors is changing, and reshoring manufacturing

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