OSAT (packaging & test)

Amkor Technology

The largest US-headquartered OSAT (outsourced packaging and test). FY2025 revenue $6.7B. Its largest customer is Apple, whose chips it has packaged for over a decade; its $7B Arizona campus will package Apple silicon made at TSMC. Buys packaging equipment from ASMPT and BESI and substrates from suppliers such as Samsung Electro-Mechanics.

AMKR Updated Jun 20, 2026 1 AI consumers

Money in팹리스·IDM 고객 (NVIDIA 등)Revenue $6.7BApple
Amkor TechnologyFY2025 revenue $6.7B
Money outASMPTBESISamsung Electro-Mechanics리드프레임·소재 (비공개)

Financials & Segments

  • Total revenue · FY2025 revenue $6.7B
  • Customer concentration · Largest customer Apple (10+ years). $7B Arizona campus to package Apple silicon and Nvidia.
  • Segments · Advanced packaging · Mainstream packaging · Test

Revenue from

  • 팹리스·IDM 고객 (NVIDIA 등) High confidence· Revenue $6.7B · FY2025 · annual total revenue
    Packages and tests chips for fabless and IDM customers such as Nvidia (incl. the Arizona campus).
    Confirms EN SEC EDGAR Published Feb 20, 2026: "FY2025 revenue $6.7B."
    Mentions EN Amkor Technology IR Accessed Jun 20, 2026: "Arizona campus to support Apple and Nvidia."
  • Apple High confidence
    Amkor’s largest customer: has packaged Apple chips for 10+ years and will package TSMC-made Apple silicon at its Arizona campus.
    Confirms KO Electronic Times Published Nov 19, 2025: "Amkor’s Songdo K5 handles Apple chip back-end; expanding AI packaging investment."
    Confirms EN DigiTimes Published Dec 1, 2023: "Apple to be the first customer of Amkor’s US advanced packaging."
    Confirms EN Amkor Technology IR Accessed Jun 20, 2026: "Apple is Amkor’s first and largest customer."

Pays to

  • ASMPT Medium confidence
    Buys die/wire bonders and back-end packaging tools from ASMPT.
    Mentions EN SEC EDGAR Published Feb 20, 2026: "10-K: buys back-end equipment and substrates from key suppliers."
  • BESI Medium confidence
    Buys die-attach and hybrid-bonding tools from BESI.
    Mentions EN SEC EDGAR Published Feb 20, 2026: "10-K: buys back-end equipment and substrates from key suppliers."
  • Samsung Electro-Mechanics Medium confidence
    Buys package substrates (FC-BGA, etc.) from suppliers such as Samsung Electro-Mechanics.
    Mentions EN SEC EDGAR Published Feb 20, 2026: "10-K: buys back-end equipment and substrates from key suppliers."
  • 리드프레임·소재 (비공개) Low confidence
    Buys leadframes, bonding wire and molding materials (suppliers undisclosed).
    Mentions EN SEC EDGAR Published Feb 20, 2026: "10-K: depends on packaging-materials supply."

Value-chain ripple (tiers 2–3)

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Leading firms (revenue chain)

Beneficiaries (payment chain)


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