Nvidia Signs $1.5 Billion Deal With Amkor to Expand US Chip Packaging
Nvidia signed a multiyear deal with Amkor worth $1.5 billion to expand advanced chip packaging and test capacity at its Arizona facility. The agreement includes a prepayment from Nvidia to support the expansion.
The transaction increases domestic outsourced semiconductor assembly and test volume. The reports identify packaging capacity, rather than wafer supply, as a key bottleneck for graphics processing unit manufacturing and a critical leverage point in the AI supply chain.
From the sources (2 posts)
@beth_kindigNvidia signed a multi-year deal with Amkor worth $1.5 billion to expand advanced chip packaging and test capacity in the US, with Nvidia making a prepayment to support the expansion. $NVDA $AMKR $TSM
@basemetal_Nvidia signed a $1.5B deal with Amkor for advanced chip packaging at its Arizona facility — confirming packaging capacity, not wafer supply, is GPU's real bottleneck. OSAT players are now a critical leverage point in the AI supply chain. ht