NVIDIA announced on October 21, 2026, during GTC Berlin, a plan to expand its supply chain with six partners — Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, Siliconware Precision Industries (SPIL) and Unimicron — to support demand for its accelerated computing platform and AI factories. The announcement came in an official company statement.
Substrates: 2.5x capacity within three years
Agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron are expected to raise substrate capacity 2.5 times over the next three years. IBIDEN is receiving a multibillion-dollar advance for its Ono Plant in Japan, targeting 3x capacity at the plant, with additional capacity starting to ramp in the first quarter of 2028. Samsung Electro-Mechanics is joining NVIDIA's substrate supply chain with immediate capacity from its existing operations in South Korea, plus upgrades and new factories in Sejong and Busan; by 2028, production allocated to NVIDIA is projected to account for a significant portion of its total annual package substrate capacity. Unimicron is expanding KF substrate manufacturing in Taiwan, with added capacity from the second quarter of 2027 and full capacity by mid-2028.
Advanced packaging and testing
With Amkor, NVIDIA plans to grow interposer wafer capacity in South Korea by more than 300% by the end of 2028. In testing, the company expects its total semiconductor testing capacity to double from calendar 2026 to 2027, with buildouts in the United States, Taiwan and Singapore. The financial highlight is a $1.1 billion capacity reservation advance to KYEC for new U.S. testing facilities, with high-volume production targeted for April 2027. In Singapore, high-volume production is expected to begin in February 2027.
Co-packaged optics
With SPIL, the target is a 15x increase in optical-engine capacity for co-packaged optics by mid-2027, with another doubling aimed for the end of 2028 — a step toward meeting the connectivity needs of large-scale computing infrastructure.
“We are in the midst of the largest infrastructure buildout in human history. Demand is extraordinary. Capacity is the constraint,” said Jensen Huang, NVIDIA's founder and CEO, in the statement.
Note that these figures are targets and plans announced by the company, not output already delivered — an important distinction at a time when the market is debating the costs and returns of AI infrastructure.
Image credit: photo released by NVIDIA with the official announcement, via GlobeNewswire.
Sources
- GlobeNewswire (official NVIDIA statement): NVIDIA and supply chain partners expand capacity
- TechTimes: NVIDIA locks up AI chip testing and optics capacity with six partners
- Morningstar: NVIDIA and partners expand capacity to accelerate AI infrastructure
Transparency: this article was prepared with the help of artificial intelligence, cross-checking public posts on X and the internet sources listed above. Check the original sources to confirm details, prices and availability before making any decision.
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