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Amkor Technology SUPPLY CHAIN TRACE

OSAT / PACKAGING🇺🇸 United States · AMKR · NASDAQ

Amkor Technology (NASDAQ: AMKR) is the world's second-largest OSAT, packaging dies from TSMC and Samsung Foundry for NVIDIA, Qualcomm, Apple, and Broadcom. Its SLIM and flip-chip CSP technologies serve advanced AI chip assembly, and its Vietnam and South Korea facilities provide geographic diversification away from Taiwan concentration risk.

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UPSTREAM — SUPPLIERS

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESships bare dies to OSAT for advanced packaging

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESships bare dies to OSAT for packaging

↓ all supply to Amkor Technology ↓

Amkor Technology

Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~15% global OSAT revenue
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↓ Amkor Technology supplies to ↓

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSprovides packaged GPU modules to

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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CHIP DESIGNERSprovides packaged SoC modules to

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSprovides packaged ASIC modules to

Apple

Designs Apple Silicon (M-series, A-series) — TSMC's single largest customer by wafer revenue

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EDGE DEVICESprovides packaged Apple Silicon modules to

MediaTek

World's #1 mobile SoC designer by volume; Dimensity AI chips compete with Qualcomm/Apple for TSMC advanced node capacity

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CHIP DESIGNERSprovides packaged SoC modules to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Amkor Technology's role in the AI chip supply chain?

Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips

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