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(PR) NVIDIA and Supply Chain Partners Expand Capacity to Accelerate AI Infrastructure Buildout

What happened

NVIDIA announced plans with a group of supply chain partners to expand global manufacturing capacity to meet growing demand for its accelerated computing and full-stack AI factory platform. The partners include Amkor Technology, IBIDEN, King Yuan Electronics (KYEC), Samsung Electro-Mechanics, Siliconware Precision Industries (SPIL) and Unimicron Technology Corporation, with expansion of critical manufacturing capabilities across substrates, advanced packaging, testing and optical engines, covering both new and existing suppliers, to strengthen the resiliency and redundancy of NVIDIA's global supply chain. This is an announced expansion plan only; the source does not indicate the capacity changes have been implemented.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

substratesadvanced packagingtestingoptical engines
NVIDIAAmkor TechnologyIBIDENKing Yuan Electronics (KYEC)Samsung Electro-MechanicsSiliconware Precision Industries (SPIL)
NVIDIAcapacity_expansionsupply_chainAI_infrastructureadvanced_packagingsubstrates

Source and time

Source: TechPowerUp · 10/21/2026 · View original source

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