NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout
NVIDIA announced supply chain agreements with Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron to expand global manufacturing capacity for its AI factory platform. Key targets include a 2.5x increase in substrate capacity over three years, more than 300% growth in Amkor's advanced packaging capacity by end-2028, a doubling of testing capacity from 2026 to 2027, and a 15x increase in SPIL's optical-engine capacity by mid-2027. NVIDIA is making a $1.1 billion capacity reservation advance to KYEC for new U.S. testing facilities targeting high-volume production in April 2027, plus a multibillion-dollar advance to IBIDEN's Ono Plant in Japan.
Key figures
- Testing capacity increase
- double from calendar 2026 to 2027
- Substrate capacity increase
- 2.5x over next three years
- Spil optical engine increase
- 15x by mid-2027
- Ibiden ono plant capacity target
- 3x current levels
- Amkor packaging capacity increase
- >300% by end of 2028
AI analysis
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