Packaging Is the New Capacity: Why Nvidia’s Amkor Deal Matters More Than Another GPU Headline

Packaging Is the New Capacity: Why Nvidia’s Amkor Deal Matters More Than Another GPU Headline

Nvidia prepays $1.5B to Amkor for U.S. advanced packaging co-development, treating multi-die assembly as strategic infrastructure. For tech leaders: packaging capacity is the AI bottleneck; dual-region supply is now a capex architecture decision, not procurement.