NVIDIA announced plans with supply chain partners Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, Siliconware Precision Industries (SPIL) and Unimicron Technology Corporation to expand global manufacturing capacity for accelerated computing and AI factory platforms.
Jensen Huang, NVIDIA founder and CEO stated: "We are in the midst of the largest infrastructure buildout in human history. Demand is extraordinary. Capacity is the constraint."
The company plans to increase substrate capacity by 2.5x over three years, with IBIDEN's Ono Plant in Japan targeting 3x current levels by Q1 2028, Samsung Electro-Mechanics bringing immediate capacity from South Korea, and Unimicron's KF substrate expansion in Taiwan reaching full capacity by mid-2028.
Advanced packaging capacity in South Korea will see greater than 300% increase by end-2028, while semiconductor testing capacity will double from 2026-2027, supported by a $1.1 billion capacity reservation advance to KYEC for new US facilities targeting April 2027 production.
Source: TechPowerUp News · Summarized by HeadlinesBriefing