The Utilization-Revenue Gap: Amkor's 20-Point Jump, Broadcom's $30B Book, and a Spread Trade With Two Clean Sides

Period: 2026Q2

Q2 2026 earnings calls and reported financials from 18 semiconductor companies across foundry, OSAT, equipment, materials, memory, and fabless, plus backlog disclosures, utilization commentary, and cash flow statements | Coverage: Q2 2026 fiscal quarters ending March-June 2026 Broadcom booked $30B against $10.8B shipped and extended visibility from 2027 to 2028 in a single quarter, while Camtek's $600M order book runs through 2027 and MKS raised its WFE wafer fab equipment capacity support to $2

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The Utilization-Revenue Gap: Amkor's 20-Point Jump, Broadcom's $30B Book, and a Spread Trade With Two Clean Sides | Silicon Signal