Nvidia signs multi-billion-dollar deals to expand AI accelerator supply chain capacity
Briefing by News4U · First published
Nvidia announced deals with partners to secure substrate, packaging and testing capacity through 2028, citing extraordinary demand and supply constraints.
Toms Hardware reported that on October 21 at GTC Berlin, Nvidia announced multi-billion-dollar deals with supply chain partners to expand production capacity for substrates, co-packaged optics, advanced packaging and semiconductor testing through 2028, citing extraordinary demand and capacity constraints. [1]
The deals include 2.5x dedicated substrate capacity over three years with Ibiden, Unimicron and Samsung Electro-Mechanics, a 15x increase in optical engine capacity with SPIL by mid-2027, a 300% rise in interposer wafer capacity with Amkor by end-2028, and $1.1 billion to double semiconductor testing capacity with KYEC by 2027. [1]
Sources
- Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity
Toms Hardware · · Excerpt