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MarketBeat
MarketBeat
Thomas Hughes

Amkor Sells Off After Earnings—Why Weak Guidance Isn't the Real Story

Amkor’s (NASDAQ: AMKR) Q2 earnings release, the guidance, specifically, left the market wanting a little more, but the revenue miss isn’t the story.

The revenue miss was linked to one-offs, including high-bandwidth (HBM) memory shortages, which are completely out of Amkor’s control, product timing, and an internal shift aimed at unlocking higher-margin business. The real story in 2026 is how Amkor is unlocking higher margins with AI and how margins are expected to continue expanding.

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