U.S. stocks fluctuate: Amkor Technology surges on October 21 as NVIDIA ramps up production, advanced packaging, and AI demand increases

Aemark Technology October 21 Surge Analysis

Keywords: NVIDIA production expansion, advanced packaging, AI demand

1. NVIDIA and Amkor plan to expand Korea's advanced packaging capacity, aiming to increase interposer wafer capacity by over 300% by the end of 2028; the new manufacturing facility in Korea will support higher output for NVIDIA's current and next-generation platforms.

2. In the second quarter of 2026, the company's computing business revenue hit a quarterly record, rising 20% quarter-on-quarter and 23% year-on-year; management expects the computing business to grow nearly 30% quarter-on-quarter in the third quarter, driven by AI infrastructure demand and the ramp-up of HDFO data center CPUs.

(Disclaimer: This content is summarized from public information collected by AI technology and is for reference only. It does not constitute investment advice.)