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Nvidia Announces Capacity Expansion Plans
Nvidia (NVDA) announced plans with supply chain partners to expand global manufacturing capacity to meet growing demand for AI products. Substrate agreements with IBIDEN, Samsung Electro-Mechanics, and Unimicron Technology Corporation will collectively drive a 2.5x increase in capacity over the next three years. Amkor plans to increase its advanced packaging capacity by more than 300% by the end of 2028. KYEC will build new facilities in the U.S., backed by a $1.1 billion advance capacity reservation from NVIDIA. SPIL aims to increase its optical engine capacity for co-packaged optics by 15x by mid-2027, with plans to double it again by the end of 2028.