# Amkor

> Markdown twin of https://roboterminal.app/companies/amkor · https://roboterminal.app/companies/amkor.md

## On shared sources

- [TSMC](https://roboterminal.app/companies/tsmc) (3)
- [AMD](https://roboterminal.app/companies/amd) (2)
- [ASE](https://roboterminal.app/companies/ase) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [Applied Materials](https://roboterminal.app/companies/applied-materials) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Ibiden](https://roboterminal.app/companies/ibiden) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Kaifa Technology](https://roboterminal.app/companies/kaifa-technology) (1)
- [Keysight](https://roboterminal.app/companies/keysight) (1)
- [KLA](https://roboterminal.app/companies/kla) (1)
- [Lam Research](https://roboterminal.app/companies/lam-research) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1)
- [SK hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [Teradyne](https://roboterminal.app/companies/teradyne) (1)
- [TrendForce](https://roboterminal.app/companies/trendforce) (1)
- [UBS](https://roboterminal.app/companies/ubs) (1)
- [UMC](https://roboterminal.app/companies/umc) (1)
- [Unimicron](https://roboterminal.app/companies/unimicron) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113156402135064665)
  According to Korean media, Samsung Electro Mechanics just signed the biggest substrate contract in its history, and the customer is $NVDA. The multibillion dollar deal covers the substrates that sit u…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110340090409238573)
  TrendForce: CPO Testing Supply Chain $TER $AMKR $ASX $KEYS
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109631168886808926)
  UBS: CoPoS vs EMIB-T Supply Chain $AMAT $AMKR $KLAC $LRCX
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107851441889017891)
  Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2100897686702440944)
  AMD, TSMC and OSAT Channel Check: 1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next y…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098945649995911179)
  TSMC would take CoWoS from 130k wafers/month at end-2026 to 260k by end-2028, per Taiwanese media, expanding Arizona and AP7. Analysts put Intel's EMIB-T at 40k-45k CoWoS-equivalent in 2028; overflow …
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098869138664145062)
  Amkor is nearly doubling its Peoria advanced packaging investment to $12B. In China, Kaifa Technology is putting 1.85B yuan into 2.5D packaging, targeting 10,000 wafers a month. Back-end capacity has …

---

Source: Roboterminal · https://roboterminal.app/companies/amkor.md