$AMKR +70% YTD vs $NVDA +19% to +22%: Partners in the AI Semiconductor Supply Chain AMKR (Amkor Technology) is a semiconductor packaging and test services provider, while NVDA (NVIDIA) designs artificial intelligence (AI) accelerators and graphics processing units (GPUs); they are more partners than direct competitors. Amkor reported record quarterly revenue of roughly $1.9 billion in its most recent quarter, up about 26% year over year, supported by a multi-year, $1.5 billion capacity agreement with NVIDIA.