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#AMKR — Amkor Targets $1B Revenue From Arizona Advanced Packaging | ThinkSabio
Aug 27, 2026 · ThinkSabio Inc
Amkor Technology (#AMKR) is targeting approximately $1 billion in annual revenue and 30%+ gross margin from its Arizona advanced chip packaging facility by 2030, with #AAPL and #NVDA expected to be key customers.
🔹 Key Highlights
🏭 Arizona advanced packaging facility targets approximately $1B annual revenue by 2030.
📈 Target gross margin exceeds 30%.
🤝 Apple and NVIDIA are expected to be key customers.
🧩 Amkor has a 10-year agreement with #TSM supporting the project.
💰 NVIDIA is expected to provide approximately $1.5B in prepayment in 2027.
📊 Company-wide 2030 targets include $11B+ revenue.
📈 Amkor targets approximately 22%+ gross margin company-wide.
💵 EPS target is above $5.00 by 2030.
💡 Why It Matters
Amkor's Arizona expansion positions the company to capture growing demand for advanced semiconductor packaging, particularly as AI and high-performance computing increase demand for sophisticated chip packaging capacity in the U.S.
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