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Amkor, a chip packaging company, is a crucial part of the AI chip supply chain, having built a factory near TSMC's Arizona facility. This strategic positioning suggests it will benefit from the increased demand for advanced chip components, including those for SpaceX's AI initiatives.
“Amkor just built a factory 7 miles from TSMC's Arizona facility, which isn't a coincidence. That's the supply chain reorganizing in real time.” — ▶ Clip ansehen