Featured · Silicon
Nvidia prepays $1.5 billion to skip the AI packaging queue America will relieve in 2028
The AI packaging shortage just handed Amkor its best-ever second quarter, and the money relieving the bottleneck comes from the people squeezed by it: a $1.5 billion Nvidia prepayment, hyperscaler orders shifting to Intel's EMIB, and $407 million of CHIPS cash for an Arizona campus that produces nothing until early 2028.
· 4 min read
