Corrections
Trust requires a visible change record.
Material errors are not silently overwritten. Each correction records the original wording, corrected wording, reason, source, date, and affected pages.
Material correction log
Current research edition
AMD and Qualcomm annual CapEx normalization
- Original wording
- The capacity tracker used rounded annual CapEx approximations of $1.0B for AMD and $1.2B for Qualcomm, producing commitment-to-CapEx indicators of 12.2x and 12.6x.
- Corrected wording
- The tracker now uses the disclosed annual CapEx figures of $0.974B for AMD and $1.192B for Qualcomm, producing commitment-to-CapEx indicators of 12.5x and 12.7x.
- Reason
- Rounded approximations were replaced with the exact annual CapEx figures disclosed in the cited annual reports.
Amkor CHIPS award finalization
- Original wording
- Amkor’s Arizona advanced-packaging project was supported by up to $400 million of U.S. CHIPS funding and was expected to cost about $2 billion.
- Corrected wording
- The U.S. Department of Commerce awarded Amkor up to $407 million in direct CHIPS funding for an approximately $2 billion advanced-packaging and test facility in Peoria, Arizona.
- Reason
- The July 2024 preliminary terms were replaced with the Department of Commerce’s final award, which raised the capped direct-funding amount to $407 million and finalized the award status.
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03Publish
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