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- NVIDIA Funds Six-Supplier AI Infrastructure Capacity Expansion
NVIDIA announced capacity-reservation agreements with six supply-chain partners to expand substrates, advanced packaging, semiconductor testing and optical-engine capacity for its accelerated-computing and full-stack AI factory platforms. The company and its suppliers target a 2.5-fold increase in relevant substrate capacity over three years, while Amkor plans more than 300% greater advanced-packaging capacity by the end of 2028. NVIDIA will provide KYEC with a $1.1 billion capacity-reservation advance for U.S. testing facilities, and SPIL targets a 15-fold increase in co-packaged-optics engine capacity by mid-2027.
NVIDIA Newsroom · 🔥 0
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