Nvidia signed deals with six suppliers to scale AI component production. Ibiden, Samsung Electro-Mechanics and Unimicron will increase substrate capacity 2.5 times in three years. Samsung will upgrade and build new factories in South Korea. Unimicron will expand in Taiwan starting Q2 2027. Ibiden received a multibillion-dollar reservation for a Japan plant expansion. Amkor will triple interposer wafer capacity by end-2028. KYEC got $1.1B for new U.S. testing facilities. SPIL will expand Taiwan capacity 15-fold by mid-2027. Nvidia cited extraordinary demand and capacity as the constraint.
What changed
Nvidia's AI chip production was constrained by supplier capacity limits.
What it unlocks
Scaling production of AI system components to meet demand.
- six supplier agreements
- 15-fold production scale
- 2.5x capacity in 3 years
- $1.1B for new U.S. testing facilities
Sources