Amkor will spend up to $3bn this year, close to 40% of its revenue
THE SO WHAT
A packaging house putting ~40% of revenue — up to $3B — back into capex is a clear tell that advanced packaging is the new choke point, not just wafer supply. If you rely on high-end GPUs or custom ASICs, start treating OSAT capacity and packaging lead times as first-order constraints in your roadmap.
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