King Yuan Electronics (KYEC)

Money Moves

Reserving future testing lines under a $1.1 billion NVIDIA agreement

AI chips aren't finished at the foundry. They are mounted with memory onto a base called an interposer and tested in a back-end step, advanced packaging, where demand has outrun supply. NVIDIA committed $1.3 billion to Amkor on October 21 for South Korea capacity, which Amkor says brings its multi-year NVIDIA agreements in Arizona and South Korea to $3 billion. The two disclosed amounts, $1.5 billion in July and $1.3 billion this week, add up to $2.8 billion.

Updated Oct 22