Latest / Chips, compute and energy

NVIDIA announces capacity expansion plans with six supply chain partners

See how this story connects

NVIDIA announced plans on 21 October 2026 with Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, Siliconware Precision Industries (SPIL) and Unimicron Technology Corporation to expand manufacturing capacity. NVIDIA plans a 2.5x increase in substrate capacity over three years. Amkor plans to raise interposer wafer capacity for advanced packaging in South Korea by more than 300% by the end of 2028, and SPIL targets a 15x increase in optical-engine capacity by mid-2027. NVIDIA is providing KYEC with a $1.1 billion capacity reservation advance for new US testing facilities.

Why it matters

Suppliers in Japan, South Korea, Taiwan, Singapore and the United States receive capacity reservation advances and agreements from NVIDIA to expand substrate, packaging, testing and optical-engine production through 2028.

When
21 Oct 2026
ID
WTA-N-2026-0352
Who
NVIDIA, Amkor Technology, IBIDEN, King Yuan Electronics, Samsung Electro-Mechanics, Siliconware Precision Industries, Unimicron Technology Corporation; Jensen Huang

Summary by wheresthe.ai, from NVIDIA. Checked against the source on 21 Oct 2026.

Source copy: download the page as saved on 21 Oct 2026 (PDF). Also held by the Internet Archive.

Next stop on this Storyline: What happened nextFirebird signs Kazakhstan AI factory deal backed by US licence for 45,000 NVIDIA GPUs

Cite this story

WTA-N-2026-0352: “NVIDIA announces capacity expansion plans with six supply chain partners.” wheresthe.ai, 21 Oct 2026. https://wheresthe.ai/d/jp-nvidia-announces-capacity-expansion-plans-with-six-supply-2026-10/ (source: NVIDIA).

Spotted an error? Email [email protected].