The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Nvidia (AI-infrastructure component procurement (buyer side — Nvidia as purchaser of packaging/optics capacity, distinct from nvidia/chip-design, which sells, and nvidia/capital, which invests)) → Amkor Technology (advanced packaging/test services (seller side))

$1.5B — $1.5B multi-year advanced packaging and development agreement, spanning Asia and Arizona facilities

med confidence · as of 2026-07-23 · about Amkor technology

$1.5B — $1.5B multi-year advanced packaging and development agreement, spanning Asia and Arizona facilities

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the working

Basis

$1.5B — $1.5B multi-year advanced packaging and development agreement, spanning Asia and Arizona facilities

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