Amkor Q2 Earnings Beat, Advanced Packaging Boom Validates US OSAT Value Revaluation

July 30, 2026 175 views

On July 30, 2026, US OSAT leader Amkor Technology reported Q2 earnings, with revenue and net profit beating analyst expectations driven by strong advanced packaging orders. This article interprets earnings highlights, analyzes advanced packaging trends, and discusses investment logic and risks for the US OSAT sector.

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/www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/Url.php ( 7.52 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/response/Html.php ( 0.97 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )

CONNECT:[ UseTime:0.007270s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.018764s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '49' LIMIT 1 [ RunTime:0.005345s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.014648s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.010768s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.014489s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'seadivi' AND `subsite_id` = '49' LIMIT 1 [ RunTime:0.007727s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.013670s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 49 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002006s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.015831s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '49' LIMIT 1 [ RunTime:0.003927s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.020216s ]
SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 49 AND `name` = 'amkor-q2-earnings-advanced-packaging-outlook' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.005225s ]
SELECT * FROM `g3ys_document` WHERE ( `name` = '5941' OR `id` = '5941' ) AND `subsite_id` = 49 LIMIT 1 [ RunTime:0.009489s ]
SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.004728s ]
SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.002455s ]
SELECT * FROM `g3ys_document_article` WHERE `document_id` = '5941' LIMIT 1 [ RunTime:0.001075s ]
SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.003663s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5941' LIMIT 1 [ RunTime:0.001085s ]
SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.004182s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003566s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '49' AND `lang` = 'en' AND `document_id` = '5941' [ RunTime:0.022684s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.004041s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.003783s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.004343s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '1998' AND `lang` = 'en' LIMIT 1 [ RunTime:0.003162s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5941' LIMIT 1 [ RunTime:0.000844s ]
UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '5941' [ RunTime:0.003607s ]
SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.009977s ]
SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '49' AND `type` = 'article' AND `url` = 'https://www.seadivi.asia/amkor-q2-earnings-advanced-packaging-outlook' AND `create_time` >= 1792480803 AND ( `visitor_id` = 'e1ee99deb8d9e47f897fd0f1707556c1' OR `session_id` = '71488f9e1c32322bf85aaa5bf2e29fa5' ) LIMIT 1 [ RunTime:0.008157s ]
INSERT INTO `g3ys_record` SET `subsite_id` = '49' , `uid` = '0' , `visitor_id` = 'e1ee99deb8d9e47f897fd0f1707556c1' , `session_id` = '71488f9e1c32322bf85aaa5bf2e29fa5' , `type` = 'article' , `target_id` = '5941' , `target_type` = 0 , `category_id` = '1998' , `title` = 'Amkor Q2 Earnings Beat, Advanced Packaging Boom Validates US OSAT Value Revaluation' , `url` = 'https://www.seadivi.asia/amkor-q2-earnings-advanced-packaging-outlook' , `path` = '/amkor-q2-earnings-advanced-packaging-outlook' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.217.152' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1792480863 , `update_time` = 1792480863 [ RunTime:0.007657s ]
SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.014760s ]
SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '5941' AND `pid` = '0' [ RunTime:0.003241s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1998 AND `subsite_id` = 49 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 5941) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.011241s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1998 AND `subsite_id` = 49 AND `pid` = '5884' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.008210s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '49' AND `lang` = 'en' AND `document_id` = '5884' [ RunTime:0.028344s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1998 AND `subsite_id` = 49 AND `pid` = '5941' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.006357s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1998 AND `subsite_id` = 49 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=5941) or ( sort = 0 and id > 5941) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.003276s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '49' AND `lang` = 'en' AND `document_id` = '5995' [ RunTime:0.024678s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '1995' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001210s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '1994' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000775s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '1993' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001053s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001405s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001941s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5941' LIMIT 1 [ RunTime:0.002957s ]
SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.012817s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '49' AND `status` = 1 LIMIT 1 [ RunTime:0.003090s ]
SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.008197s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '49' AND `ad_location_id` = '119' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1792480863 ) AND ( `end_time` = 0 OR `end_time` >= 1792480863 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.002235s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.004439s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 119 AND `subsite_id` = '49' AND `lang` = 'en' [ RunTime:0.001220s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.003450s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001179s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001025s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001256s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001498s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001005s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001058s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001050s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000948s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000847s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001154s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001420s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001321s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '2107' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001127s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '2108' AND `lang` = 'en' LIMIT 1 [ RunTime:0.002240s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '49' AND `category_id` = '2109' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000951s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001212s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '49' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001554s ]

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