Amkor and Nvidia sign $1.3B binding agreement to expand advanced packaging in South Korea

The binding nature of this agreement is the detail that matters: it moves Amkor's role in Nvidia's supply chain from vendor relationship to committed capacity, and it concentrates a critical packaging step in South Korea. Advanced packaging has become a genuine bottleneck for AI accelerators, so capacity commitments of this kind carry more weight than headline dollar figures. The open question is execution — whether Amkor can bring the Korean capacity online at the pace Nvidia's roadmap demands, and how much of the total multi-year commitment is tied to this specific expansion.