Amkor Technology locks $1.5B Nvidia partnership to expand U.S. advanced packaging for AI chips

Amkor Technology Secures $1.5 Billion Strategic Partnership with Nvidia

Amkor Technology has entered into a multi-year strategic partnership with Nvidia valued at $1.5 billion, marking a significant expansion in the development of semiconductor packaging and test technologies for AI and accelerated computing platforms 2

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. The announcement sent AMKR stock soaring 16.6% in after-hours trading, reflecting investor confidence in the deal's potential to position Amkor at the center of AI hardware manufacturing 2

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. Under the agreement, Nvidia will provide prepayment support to expand Amkor's U.S.-based advanced packaging capacity in Arizona, complementing the company's existing Asian manufacturing footprint to create a geographically diverse global supply chain 1

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Advancing Technologies for AI Infrastructure

The Nvidia partnership will focus on advancing critical technologies including high-density interconnects and next-generation heterogeneous integration as demand for AI infrastructure continues to accelerate 1

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. According to the company's announcement, Nvidia and Amkor will align their long-term roadmaps to bring next-generation technologies to market at scale 1

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. The collaboration will expand full turnkey advanced packaging and test capabilities in the United States, with Nvidia's capacity agreement directly supporting Amkor's Arizona expansion 2

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. Debora Shoquist, Executive Vice President of Operations at Nvidia, emphasized that "AI is driving a generational shift in technology, transforming every industry and creating a unique opportunity to reinvigorate American manufacturing and supply chains" 2

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Building on Proven Track Record

Amkor has previously delivered advanced packaging solutions for Nvidia platforms across a broad product portfolio, including data center processors, networking chipsets and accelerated computing systems 2

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. Kevin Engel, CEO of Amkor Technology, stated that "this strategic partnership with Nvidia underscores the central role advanced packaging plays in enabling the future of AI" while accelerating the company's long-term roadmap and expanding U.S. capabilities to support AI infrastructure 1

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. The expanded collaboration aims to strengthen resilient AI infrastructure as the industry faces growing demand for sophisticated packaging technologies that enable AI's future 2

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Market Performance and Upcoming Earnings

Amkor Technology currently holds a market capitalization of $16.19 billion, with the mid-cap stock gaining 203.58% over the past 12 months 1

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. The company is scheduled to report second-quarter 2026 financial results after market close on Monday, with investors watching closely following this major partnership announcement 1

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. In the previous quarter reported in May, Amkor delivered revenue that beat estimates by 1.98% and earnings per share that topped expectations by 37.50% 1

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. The stock closed Thursday at $65.33, down 2.45% before the after-hours surge on the partnership news 1

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. Shoquist noted that Amkor's global capabilities, combined with their committed investment in the United States, are critical components of building resilient infrastructure for next-generation technologies 2

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