This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Amkor Technology's' Management Presents At Deutsche Bank DbAccess Technology Conference (Transcript)

Stocks in this article: AMKR

Amkor Technology, Inc. (AMKR)

Deutsche Bank dbAccess Technology Conference

September 13, 2012 02:40 pm ET


Greg Johnson - Sr. Director, Corporate Communications


Vishal Shah - Deutsche Bank


Vishal Shah - Deutsche Bank

Good morning, everyone. Thanks for joining. We have our next presenter for the day, Amkor. One of the leading subcons based out of the U.S. With us today is Greg Johnson, who is going to make a quick presentation and then we'll open up for Q&A. Greg, go ahead.

Greg Johnson

Thank you, Vishal. I would like to thank Deutsche Bank for inviting us to the conference. I'd like to talk to you today about Amkor Technology, and our position in what's called the outsourced semiconductor packaging and testing space. First, before I do that, I'd just point you to the disclaimer on forward-looking statements and our guidance policies. This is also in our SEC filings.

From Amkor, so the packaging and test base is estimated to be about a $50 billion market. About half of that is internal with the IDMs, and about half of that is outsourced in the OSAT space and we have about a 12% market share of that $25 billion today.

We are the number two player in this space. We are one of the largest players. There is a Tier-1 of the top-four, which have about 45%, and then there is the host of smaller companies that compete in more niche markets.

1 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,687.28 +330.41 1.90%
S&P 500 2,051.04 +38.15 1.90%
NASDAQ 4,732.5130 +88.2010 1.90%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs