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Amkor projects $3 billion 2026 CapEx to fund Arizona facility and advanced packaging expansion
Tuesday, February 10, 2026 at 12:33 PM
Amkor Technology reported Q4 revenue of $1.89 billion and provided a significant CapEx guidance of $2.5 billion to $3.0 billion for 2026, representing a 200% increase. The capital expenditure is primarily allocated to front-loaded construction costs for its Arizona facility and a 40% increase in equipment spending for advanced packaging in South Korea and Taiwan. The company plans to expand its South Korean capacity by 20% by the end of 2026.
Context
Amkor reported 4Q25 revenue of $1.89 billion, a 16% year-over-year increase, signaling resilience despite a projected 13% seasonal dip in the coming quarter. The primary focus for investors is the company’s massive 2026 capital expenditure guidance of $2.5 billion to $3 billion, representing a 200% increase. This spending surge is front-loaded to support Phase 1 of a $7 billion Arizona campus and a 40% boost in equipment spending for advanced packaging in Korea and Taiwan.
This strategic pivot positions Amkor as a linchpin in the domestic U.S. chip supply chain and the global AI infrastructure market. By expanding Korea’s capacity by 20% by the end of 2026, the company is scaling to meet the intense demand for high-performance computing packaging. While the heavy investment will pressure short-term cash flow, it secures Amkor’s role in the long-term AI-driven semiconductor roadmap alongside key foundry and logic partners.
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