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Amcor

Amcor

Amcor is a global producer of plastic packaging primarily for the fast-moving consumer goods industry. About 90% of earnings are exposed to the flexible packaging business. This is soft disposable plastic for a variety of food, drink, healthcare, and hygiene products. The remainder of earnings are from the Latin and North American rigids business, which is primarily beverage bottling for the soft drink industry. Operating in more than 35 countries, Amcor has market share in its established regions of North America, Latin America, Europe, and Asia-Pacific. About half of group sales are derived from North America and the remainder is split equally between Western Europe and emerging markets. Australia and New Zealand sales make up less than 5% of group sales.www.amcor.com

Search complete. 4 mentions across 4 episodes found for "Amcor".

Oct 30, 2026

speaker_0NARRATOR
9:20
KLA generated about 87% of its fiscal 2026 revenue outside the United States.
speaker_0NARRATOR
9:27
Much of the advanced packaging supply chain is concentrated in Asia, where Trendforce reports that providers such as ASE, Amcor and Spill are expanding packaging lines.
speaker_0NARRATOR
9:37
Suppliers that are close to those customers can respond faster to installation and support needs.
speaker_0NARRATOR
9:43
Nightfood has framed its own plan around these same benchmarks.
speaker_0NARRATOR
9:20
KLA generated about 87% of its fiscal 2026 revenue outside the United States.
speaker_0NARRATOR
9:27
Much of the advanced packaging supply chain is concentrated in Asia, where Trendforce reports that providers such as ASE, Amcor and Spill are expanding packaging lines.
speaker_0NARRATOR
9:37
Suppliers that are close to those customers can respond faster to installation and support needs.
speaker_0NARRATOR
9:43
Nightfood has framed its own plan around these same benchmarks.

Unknown podcast

OpenAI Models Head to Google Cloud; Meta Creates New Shares to Fund Its AI Push — October 22, 2026

Oct 22 · 1 Mention

CassidyHOST
6:15
Deal Room News, drawing on reporting from Korea's Chosun on what Nvidia announced at GTC Berlin.
speaker_2SOUNDBITE_SPEAKER
6:22
NVIDIA signed a $1.3 billion deal with Amcor to raise advanced packaging capacity in South Korea more than 300% by the end of 2028.
speaker_2SOUNDBITE_SPEAKER
6:32
It paid KYEC a $1.1 billion advance to build testing facilities in the U.S. SPIL agreed to grow optical engine capacity 15-fold by mid-2027.
BillHOST
6:45
So NVIDIA isn't buying GPUs here.
speaker_1HOST
6:46
The ultimate AI arms dealer is tired of supply chain bottlenecks, so they're just buying the solution to keep the gravy train rolling.
speaker_1HOST
6:54
Amcor is dropping $2.2 billion to quadruple its chip capacity in South Korea.
speaker_1HOST
6:59
And Taiwan's KYEC is building a $1.4 billion testing shop right here in the U.S., bankrolled by a casual $1.1 billion advance from NVIDIA itself.
speaker_1HOST
7:09
No bureaucratic whining, no woke corporate apologies.

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