Amkor Technology, Inc. (AMKR) UBS Global Technology and AI Conference 2025 December 2, 2025 11:35 AM EST
Company Participants
Kevin Engel – Executive VP & COO
Megan Faust – Executive VP, CFO & Treasurer
Conference Call Participants
Randy Abrams – UBS Investment Bank, Research Division
Sunny Lin – UBS Investment Bank, Research Division
Presentation
Randy Abrams
UBS Investment Bank, Research Division
Okay. I want to thank everyone for joining this next session at the UBS Tech Conference. And I’m Randy Abrams, I head up the Taiwan Research, also now covering hardware and have Sunny Lin covering semiconductors out of Taiwan. And we’re pleased to have Amkor with us. Kevin Engel, we can congratulate him, he will be the incoming CEO after a long history at Amkor, moving up through the organization, so good appointment. And we also have Megan Faust, the CFO. So feel free to add your questions, and we’ll try to weave it into the conversation.
Question-and-Answer Session
Randy Abrams
UBS Investment Bank, Research Division
So — and I’ll kick off. I think for Kevin just coming in to Amkor, give an overview, how do you see the business? What you’re coming into with Amkor? And if you take an initial cut and get appointed, any changes if you think the business is already running or we could see some fine-tuning around the strategy?
Kevin Engel
Executive VP & COO
Yes. Thanks, and good morning, everybody. So for me, a couple of things. First, really honored obviously, that the Board and the Kim family has the confidence in me to take Amkor on the next phase of our journey. So a really exciting opportunity there.
When I think about the strategic pillars, which hopefully some of you have heard these before, but we kind of have 3 pillars that we continue
