Nvidia prepays Amkor $1.5B to secure US chip packaging capacity in Arizona

Nvidia will prepay Amkor to expand US advanced packaging capacity in Arizona, per ET Tech, locking in supply for its AI accelerators. For deeptech builders: if your hardware depends on compute or packaging, assume geopolitical fragmentation is permanent—multi-region supply sourcing is now cost of entry, not optionality.

Source: ET Tech ↗